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 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 $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

Alpha Family Trust's AMT Position: Q1 2026 in Review

Alpha Family Trust held its American Tower (AMT) position steady in Q1 2026 at 1,925 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #118.

Alpha Family Trust first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $448K in Q3 2024. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Alpha Family Trust held 1,925 shares of American Tower worth $332K as of Q1 2026.
Alpha Family Trust left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.16% of Alpha Family Trust's portfolio in Q1 2026, its #118 holding.
Alpha Family Trust first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's American Tower position peaked at $448K in Q3 2024.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.