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Addison Advisors’s American Tower AMT Stock Holding History

Addison 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
Q2 		$6.71K Buy
41
+4
+11% +$720 ﹤0.01% 459
2026
Q1 		$6.39K Buy
37
+29
+363% +$5.22K ﹤0.01% 703
2025
Q4 		$1.41K Sell
8
-1
-11% -$182 ﹤0.01% 813
2025
Q3 		$1.73K Hold
9
– – ﹤0.01% 787
2025
Q2 		$1.99K Hold
9
– – ﹤0.01% 780
2025
Q1 		$1.96K Hold
9
– – ﹤0.01% 745
2024
Q4 		$1.65K Buy
9
+6
+200% +$1.24K ﹤0.01% 760
2024
Q3 		$698 Buy
+3
New +$665 ﹤0.01% 788
2023
Q1 		– Sell
-6
Closed -$1.27K – 635
2022
Q4 		$1.27K Sell
6
-1
-14% -$208 ﹤0.01% 593
2022
Q3 		$2K Hold
7
– – ﹤0.01% 553
2022
Q2 		$2K Buy
7
+5
+250% +$1.25K ﹤0.01% 543
2022
Q1 		$1K Sell
2
-2
-50% -$488 ﹤0.01% 602
2021
Q4 		$1K Buy
+4
New +$1.09K ﹤0.01% 553

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Addison Advisors's AMT Position: Q2 2026 in Review

Addison Advisors increased its American Tower (AMT) stake by 11% in Q2 2026, buying an estimated $720 and bringing the position to 41 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Addison Advisors first reported a position in AMT in Q4 2021 and has held it in 13 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Addison Advisors held 41 shares of American Tower worth $6.71K as of Q2 2026.
  • Addison Advisors bought 4 American Tower shares in Q2 2026, an estimated $720.
  • American Tower made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #459 holding.
  • Addison Advisors first reported a position in American Tower in Q4 2021 and has held it in 13 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.