BGAI
AMT icon

Bruce G. Allen Investments’s American Tower AMT Stock Holding History

Bruce G. Allen Investments’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 		$80.8K Sell
494
-44
-8% -$7.92K 0.05% 186
2026
Q1 		$92.8K Sell
538
-1
-0.2% -$180 0.06% 170
2025
Q4 		$94.6K Sell
539
-16
-3% -$2.91K 0.06% 166
2025
Q3 		$107K Buy
555
+18
+3% +$3.75K 0.08% 146
2025
Q2 		$119K Buy
537
+76
+16% +$16.4K 0.09% 130
2025
Q1 		$100K Sell
461
-46
-9% -$9.02K 0.08% 141
2024
Q4 		$93K Sell
507
-8
-2% -$1.66K 0.08% 154
2024
Q3 		$120K Hold
515
– – 0.09% 133
2024
Q2 		$100K Buy
515
+31
+6% +$5.79K 0.08% 144
2024
Q1 		$95.6K Sell
484
-5
-1% -$996 0.08% 161
2023
Q4 		$106K Buy
+489
New +$92.4K 0.1% 144

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

Bruce G. Allen Investments's AMT Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its American Tower (AMT) stake by 8.2% in Q2 2026, selling an estimated $7.92K and leaving 494 shares worth $80.8K. The position accounts for 0.05% of the portfolio, ranked #186.

Bruce G. Allen Investments first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $120K in Q3 2024. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bruce G. Allen Investments held 494 shares of American Tower worth $80.8K as of Q2 2026.
  • Bruce G. Allen Investments sold 44 American Tower shares in Q2 2026, an estimated $7.92K.
  • American Tower made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #186 holding.
  • Bruce G. Allen Investments first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's American Tower position peaked at $120K in Q3 2024.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.