AT
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Avalon Trust’s American Tower AMT Stock Holding History

Avalon 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 		$467K Buy
2,855
+160
+6% +$28.8K 0.03% 103
2026
Q1 		$465K Sell
2,695
-170
-6% -$30.6K 0.03% 94
2025
Q4 		$503K Sell
2,865
-49
-2% -$8.92K 0.03% 88
2025
Q3 		$560K Sell
2,914
-1,761
-38% -$367K 0.04% 93
2025
Q2 		$1.03M Sell
4,675
-2,841
-38% -$613K 0.08% 71
2025
Q1 		$1.64M Sell
7,516
-68,745
-90% -$13.5M 0.13% 58
2024
Q4 		$14M Buy
76,261
+398
+0.5% +$82.5K 0.99% 34
2024
Q3 		$17.6M Sell
75,863
-540
-0.7% -$120K 1.3% 27
2024
Q2 		$14.9M Buy
76,403
+2,651
+4% +$495K 1.18% 28
2024
Q1 		$14.6M Buy
73,752
+400
+0.5% +$79.7K 1.2% 31
2023
Q4 		$15.8M Sell
73,352
-175
-0.2% -$33.1K 1.45% 26
2023
Q3 		$12.1M Buy
73,527
+435
+0.6% +$79.5K 1.2% 31
2023
Q2 		$14.2M Buy
73,092
+863
+1% +$169K 1.28% 31
2023
Q1 		$14.8M Buy
+72,229
New +$15.2M 1.46% 30

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

Avalon Trust's AMT Position: Q2 2026 in Review

Avalon Trust increased its American Tower (AMT) stake by 5.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,855 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #103.

Avalon Trust first reported a position in AMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.6M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Avalon Trust held 2,855 shares of American Tower worth $467K as of Q2 2026.
  • Avalon Trust bought 160 American Tower shares in Q2 2026, an estimated $28.8K.
  • American Tower made up 0.03% of Avalon Trust's portfolio in Q2 2026, its #103 holding.
  • Avalon Trust first reported a position in American Tower in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's American Tower position peaked at $17.6M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.