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Asset Dedication LLC’s American Tower AMT Stock Holding History

Asset Dedication LLC’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 		$7.85K Buy
+48
New +$8.64K ﹤0.01% 824
2026
Q1 		– Sell
-90
Closed -$15.9K – 1117
2025
Q4 		$15.9K Sell
90
-153
-63% -$27.8K ﹤0.01% 701
2025
Q3 		$46.8K Sell
243
-1,135
-82% -$236K ﹤0.01% 526
2025
Q2 		$305K Buy
1,378
+1,233
+850% +$266K 0.02% 265
2025
Q1 		$31.7K Buy
145
+3
+2% +$589 ﹤0.01% 555
2024
Q4 		$26.1K Sell
142
-698
-83% -$145K ﹤0.01% 591
2024
Q3 		$195K Sell
840
-124
-13% -$27.5K 0.01% 332
2024
Q2 		$187K Buy
964
+184
+24% +$34.4K 0.01% 326
2024
Q1 		$154K Sell
780
-23
-3% -$4.58K 0.01% 323
2023
Q4 		$173K Buy
803
+23
+3% +$4.35K 0.01% 309
2023
Q3 		$128K Sell
780
-60
-7% -$11K 0.01% 333
2023
Q2 		$164K Buy
840
+72
+9% +$14.1K 0.01% 325
2023
Q1 		$157K Sell
768
-5
-0.6% -$1.05K 0.01% 323
2022
Q4 		$163K Buy
773
+5
+0.7% +$1.04K 0.02% 318
2022
Q3 		$165K Hold
768
– – 0.02% 303
2022
Q2 		$196K Hold
768
– – 0.03% 158
2022
Q1 		$193K Sell
768
-5
-0.6% -$1.22K 0.02% 298
2021
Q4 		$226K Hold
773
– – 0.03% 265
2021
Q3 		$205K Buy
773
+73
+10% +$20.8K 0.03% 265
2021
Q2 		$189K Hold
700
– – 0.03% 268
2021
Q1 		$167K Hold
700
– – 0.04% 239
2020
Q4 		$157K Sell
700
-13
-2% -$3.02K 0.03% 260
2020
Q3 		$172K Buy
713
+13
+2% +$3.3K 0.04% 238
2020
Q2 		$181K Hold
700
– – 0.05% 208
2020
Q1 		$152K Hold
700
– – 0.05% 215
2019
Q4 		$161K Hold
700
– – 0.05% 190
2019
Q3 		$155K Buy
+700
New +$153K 0.05% 183
2016
Q2 		– Sell
-8
Closed -$1K – 347
2016
Q1 		$1K Sell
8
-525
-98% -$49.1K ﹤0.01% 382
2015
Q4 		$52K Buy
+533
New +$51.9K 0.03% 228

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

Asset Dedication LLC's AMT Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in American Tower (AMT) in Q2 2026: 48 shares worth $7.85K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in AMT as recently as Q4 2025.

Asset Dedication LLC first reported a position in AMT in Q4 2015 and has held it in 29 quarters since. The position peaked at $305K in Q2 2025. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Asset Dedication LLC held 48 shares of American Tower worth $7.85K as of Q2 2026.
  • American Tower was a new Asset Dedication LLC position in Q2 2026.
  • American Tower made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #824 holding.
  • Asset Dedication LLC first reported a position in American Tower in Q4 2015 and has held it in 29 quarters since.
  • Asset Dedication LLC's American Tower position peaked at $305K in Q2 2025.
  • 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.