Turtle Creek Wealth Advisors’s American Tower AMT Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$257K	Sell	1,568 -1,135	-42%	-$195K	0.01%	392
2026 Q2	$443K	Buy	2,703 +491	+22%	+$88.4K	0.02%	279
2026 Q1	$382K	Sell	2,212 -5,212	-70%	-$938K	0.03%	273
2025 Q4	$1.3M	Sell	7,424 -10,210	-58%	-$1.86M	0.1%	127
2025 Q3	$3.39M	Buy	17,634 +2,626	+17%	+$547K	0.3%	76
2025 Q2	$3.32M	Buy	15,008 +385	+3%	+$83.1K	0.39%	66
2025 Q1	$3.18M	Buy	+14,623	New	+$2.87M	0.47%	64
2024 Q1	–	Sell	-577	Closed	-$125K	–	228
2023 Q4	$125K	Buy	+577	New	+$109K	0.04%	172

Other funds holding AMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's AMT Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its American Tower (AMT) stake by 42% in Q3 2026, selling an estimated $195K and leaving 1,568 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #392.

Turtle Creek Wealth Advisors first reported a position in AMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.39M in Q3 2025. 1,275 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Turtle Creek Wealth Advisors held 1,568 shares of American Tower worth $257K as of Q3 2026.
Turtle Creek Wealth Advisors sold 1,135 American Tower shares in Q3 2026, an estimated $195K.
American Tower made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #392 holding.
Turtle Creek Wealth Advisors first reported a position in American Tower in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's American Tower position peaked at $3.39M in Q3 2025.
1,275 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.