AWA
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Argo Wealth Advisory’s American Tower AMT Stock Holding History

Argo Wealth Advisory’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 		$2M Sell
12,218
-413
-3% -$74.3K 1.1% 33
2026
Q1 		$2.18M Buy
12,631
+2,727
+28% +$491K 1.28% 30
2025
Q4 		$1.74M Buy
+9,904
New +$1.8M 1.04% 36

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

Argo Wealth Advisory's AMT Position: Q2 2026 in Review

Argo Wealth Advisory reduced its American Tower (AMT) stake by 3.3% in Q2 2026, selling an estimated $74.3K and leaving 12,218 shares worth $2M. The position accounts for 1.1% of the portfolio, ranked #33.

Argo Wealth Advisory first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q1 2026. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Argo Wealth Advisory held 12,218 shares of American Tower worth $2M as of Q2 2026.
  • Argo Wealth Advisory sold 413 American Tower shares in Q2 2026, an estimated $74.3K.
  • American Tower made up 1.1% of Argo Wealth Advisory's portfolio in Q2 2026, its #33 holding.
  • Argo Wealth Advisory first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Argo Wealth Advisory's American Tower position peaked at $2.18M in Q1 2026.
  • 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Argo Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.