AO
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Advisor OS’s American Tower AMT Stock Holding History

Advisor OS’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 		$1.29M Buy
7,859
+5,240
+200% +$943K 0.09% 168
2026
Q1 		$452K Sell
2,619
-456
-15% -$82K 0.03% 321
2025
Q4 		$540K Buy
3,075
+2,009
+188% +$366K 0.04% 269
2025
Q3 		$205K Sell
1,066
-181
-15% -$37.7K 0.02% 450
2025
Q2 		$276K Sell
1,247
-250
-17% -$54K 0.03% 370
2025
Q1 		$326K Buy
1,497
+303
+25% +$59.4K 0.04% 310
2024
Q4 		$219K Buy
1,194
+159
+15% +$32.9K 0.03% 379
2024
Q3 		$241K Buy
+1,035
New +$229K 0.02% 356
2024
Q2 		– Sell
-5,484
Closed -$1.08M – 390
2024
Q1 		$1.08M Sell
5,484
-437
-7% -$87K 0.12% 154
2023
Q4 		$1.28M Sell
5,921
-1,972
-25% -$373K 0.17% 110
2023
Q3 		$1.3M Buy
7,893
+373
+5% +$68.1K 0.19% 95
2023
Q2 		$1.46M Buy
7,520
+1,173
+18% +$229K 0.24% 79
2023
Q1 		$1.3M Buy
6,347
+134
+2% +$28.1K 0.31% 79
2022
Q4 		$1.32M Buy
6,213
+944
+18% +$196K 0.35% 72
2022
Q3 		$1.13M Sell
5,269
-810
-13% -$208K 0.34% 62
2022
Q2 		$1.55M Sell
6,079
-136
-2% -$34.1K 0.45% 47
2022
Q1 		$1.56M Sell
6,215
-2,465
-28% -$601K 0.45% 48
2021
Q4 		$2.54M Buy
8,680
+951
+12% +$260K 0.52% 47
2021
Q3 		$2.05M Buy
7,729
+63
+0.8% +$18K 0.45% 51
2021
Q2 		$2.07M Buy
7,666
+1,491
+24% +$380K 0.43% 44
2021
Q1 		$1.48M Buy
6,175
+260
+4% +$57.9K 0.33% 56
2020
Q4 		$1.33M Buy
5,915
+1,962
+50% +$456K 0.36% 40
2020
Q3 		$956K Buy
3,953
+1,789
+83% +$454K 0.4% 33
2020
Q2 		$559K Buy
+2,164
New +$535K 0.33% 63

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

Advisor OS's AMT Position: Q2 2026 in Review

Advisor OS increased its American Tower (AMT) stake by 200% in Q2 2026, buying an estimated $943K and bringing the position to 7,859 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #168.

Advisor OS first reported a position in AMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Advisor OS held 7,859 shares of American Tower worth $1.29M as of Q2 2026.
  • Advisor OS bought 5,240 American Tower shares in Q2 2026, an estimated $943K.
  • American Tower made up 0.09% of Advisor OS's portfolio in Q2 2026, its #168 holding.
  • Advisor OS first reported a position in American Tower in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's American Tower position peaked at $2.54M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.