BFS
AMT icon

Bard Financial Services’s American Tower AMT Stock Holding History

Bard Financial Services’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
2025
Q3 		$510K Sell
2,650
-50
-2% -$10.4K 0.06% 147
2025
Q2 		$597K Sell
2,700
-75
-3% -$16.2K 0.07% 135
2025
Q1 		$604K Hold
2,775
– – 0.07% 138
2024
Q4 		$509K Sell
2,775
-125
-4% -$25.9K 0.06% 142
2024
Q3 		$674K Sell
2,900
-500
-15% -$111K 0.08% 132
2024
Q2 		$661K Buy
3,400
+225
+7% +$42.1K 0.07% 138
2024
Q1 		$627K Buy
3,175
+75
+2% +$14.9K 0.07% 138
2023
Q4 		$669K Sell
3,100
-500
-14% -$94.5K 0.08% 140
2023
Q3 		$592K Buy
3,600
+750
+26% +$137K 0.07% 137
2023
Q2 		$553K Buy
2,850
+300
+12% +$58.7K 0.04% 207
2023
Q1 		$521K Buy
2,550
+300
+13% +$62.9K 0.04% 211
2022
Q4 		$477K Buy
2,250
+125
+6% +$26K 0.04% 206
2022
Q3 		$456K Hold
2,125
– – 0.04% 197
2022
Q2 		$543K Hold
2,125
– – 0.05% 191
2022
Q1 		$534K Buy
2,125
+250
+13% +$61K 0.04% 189
2021
Q4 		$548K Hold
1,875
– – 0.04% 182
2021
Q3 		$498K Buy
1,875
+50
+3% +$14.3K 0.04% 184
2021
Q2 		$493K Hold
1,825
– – 0.04% 187
2021
Q1 		$436K Buy
1,825
+500
+38% +$111K 0.04% 187
2020
Q4 		$297K Buy
+1,325
New +$308K 0.03% 208

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's AMT Position: Q3 2025 in Review

Bard Financial Services reduced its American Tower (AMT) stake by 1.9% in Q3 2025, selling an estimated $10.4K and leaving 2,650 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #147.

Bard Financial Services first reported a position in AMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $674K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Bard Financial Services held 2,650 shares of American Tower worth $510K as of Q3 2025.
  • Bard Financial Services sold 50 American Tower shares in Q3 2025, an estimated $10.4K.
  • American Tower made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #147 holding.
  • Bard Financial Services first reported a position in American Tower in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's American Tower position peaked at $674K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.