Alan B. Lancz & Associates’s American Tower AMT Stock Holding History

Alan B. Lancz & Associates’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 Q1	$381K	Sell	2,206 -150	-6%	-$27K	0.37%	74
2025 Q4	$414K	Hold	2,356	–	–	0.36%	69
2025 Q3	$453K	Hold	2,356	–	–	0.41%	62
2025 Q2	$521K	Hold	2,356	–	–	0.52%	47
2025 Q1	$513K	Hold	2,356	–	–	0.55%	48
2024 Q4	$432K	Sell	2,356 -200	-8%	-$41.4K	0.44%	59
2024 Q3	$594K	Hold	2,556	–	–	0.55%	45
2024 Q2	$497K	Buy	+2,556	New	+$478K	0.49%	50
2023 Q4	$529K	Hold	2,450	–	–	0.56%	44
2023 Q3	$403K	Hold	2,450	–	–	0.46%	65
2023 Q2	$475K	Hold	2,450	–	–	0.51%	54
2023 Q1	$501K	Hold	2,450	–	–	0.52%	56
2022 Q4	$570K	Hold	2,450	–	–	0.58%	44
2022 Q3	$526K	Hold	2,450	–	–	0.62%	40
2022 Q2	$664K	Hold	2,450	–	–	0.66%	34
2022 Q1	$615K	Hold	2,450	–	–	0.54%	51
2021 Q4	$717K	Buy	+2,450	New	+$669K	0.63%	39

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Alan B. Lancz & Associates's AMT Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its American Tower (AMT) stake by 6.4% in Q1 2026, selling an estimated $27K and leaving 2,206 shares worth $381K. The position accounts for 0.37% of the portfolio, ranked #74.

Alan B. Lancz & Associates first reported a position in AMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $717K in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Alan B. Lancz & Associates held 2,206 shares of American Tower worth $381K as of Q1 2026.
Alan B. Lancz & Associates sold 150 American Tower shares in Q1 2026, an estimated $27K.
American Tower made up 0.37% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #74 holding.
Alan B. Lancz & Associates first reported a position in American Tower in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's American Tower position peaked at $717K in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.