Alpha Family Trust’s American Tower AMT Stock Holding History

Alpha Family Trust’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	$315K	Hold	1,925	–	–	0.13%	132
2026 Q1	$332K	Hold	1,925	–	–	0.16%	118
2025 Q4	$338K	Hold	1,925	–	–	0.15%	118
2025 Q3	$370K	Hold	1,925	–	–	0.17%	106
2025 Q2	$425K	Hold	1,925	–	–	0.21%	88
2025 Q1	$419K	Hold	1,925	–	–	0.24%	79
2024 Q4	$353K	Hold	1,925	–	–	0.2%	85
2024 Q3	$448K	Hold	1,925	–	–	0.25%	72
2024 Q2	$374K	Hold	1,925	–	–	0.22%	79
2024 Q1	$380K	Hold	1,925	–	–	0.23%	80
2023 Q4	$416K	Hold	1,925	–	–	0.28%	68
2023 Q3	$317K	Buy	1,925 +550	+40%	+$100K	0.24%	82
2023 Q2	$267K	Hold	1,375	–	–	0.19%	86
2023 Q1	$281K	Hold	1,375	–	–	0.22%	86
2022 Q4	$291K	Buy	+1,375	New	+$286K	0.26%	81

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Alpha Family Trust's AMT Position: Q2 2026 in Review

Alpha Family Trust held its American Tower (AMT) position steady in Q2 2026 at 1,925 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #132.

Alpha Family Trust first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $448K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Alpha Family Trust held 1,925 shares of American Tower worth $315K as of Q2 2026.
Alpha Family Trust left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.13% of Alpha Family Trust's portfolio in Q2 2026, its #132 holding.
Alpha Family Trust first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
Alpha Family Trust's American Tower position peaked at $448K in Q3 2024.
1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.