AFG
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Albion Financial Group’s American Tower AMT Stock Holding History

Albion Financial Group’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 		$17K Buy
104
+70
+206% +$12.6K ﹤0.01% 382
2026
Q1 		$5.87K Sell
34
-12
-26% -$2.16K ﹤0.01% 461
2025
Q4 		$8.08K Buy
46
+12
+35% +$2.18K ﹤0.01% 429
2025
Q3 		$6.54K Hold
34
– – ﹤0.01% 433
2025
Q2 		$7.51K Sell
34
-88
-72% -$19K ﹤0.01% 388
2025
Q1 		$26.5K Sell
122
-21
-15% -$4.12K ﹤0.01% 288
2024
Q4 		$26.2K Buy
143
+12
+9% +$2.49K ﹤0.01% 311
2024
Q3 		$30.5K Hold
131
– – ﹤0.01% 264
2024
Q2 		$25.5K Hold
131
– – ﹤0.01% 274
2024
Q1 		$25.9K Buy
131
+21
+19% +$4.18K ﹤0.01% 261
2023
Q4 		$23.7K Hold
110
– – ﹤0.01% 259
2023
Q3 		$18.1K Hold
110
– – ﹤0.01% 266
2023
Q2 		$21.3K Sell
110
-13
-11% -$2.54K ﹤0.01% 268
2023
Q1 		$25.1K Hold
123
– – ﹤0.01% 244
2022
Q4 		$26.1K Hold
123
– – ﹤0.01% 240
2022
Q3 		$26K Buy
123
+13
+12% +$3.34K ﹤0.01% 241
2022
Q2 		$28K Sell
110
-14
-11% -$3.51K ﹤0.01% 247
2022
Q1 		$31K Sell
124
-53
-30% -$12.9K ﹤0.01% 281
2021
Q4 		$52K Buy
177
+44
+33% +$12K ﹤0.01% 280
2021
Q3 		$35K Hold
133
– – ﹤0.01% 280
2021
Q2 		$36K Buy
+133
New +$33.9K ﹤0.01% 280
2020
Q4 		$30K Buy
+133
New +$30.9K ﹤0.01% 283

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

Albion Financial Group's AMT Position: Q2 2026 in Review

Albion Financial Group increased its American Tower (AMT) stake by 206% in Q2 2026, buying an estimated $12.6K and bringing the position to 104 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Albion Financial Group first reported a position in AMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $52K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Albion Financial Group held 104 shares of American Tower worth $17K as of Q2 2026.
  • Albion Financial Group bought 70 American Tower shares in Q2 2026, an estimated $12.6K.
  • American Tower made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #382 holding.
  • Albion Financial Group first reported a position in American Tower in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's American Tower position peaked at $52K in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.