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Fiduciary Alliance’s American Tower AMT Stock Holding History

Fiduciary Alliance’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 		$603K Sell
3,686
-438
-11% -$78.8K 0.04% 335
2026
Q1 		$730K Sell
4,124
-73
-2% -$13.1K 0.04% 310
2025
Q4 		$737K Sell
4,197
-646
-13% -$118K 0.05% 286
2025
Q3 		$931K Sell
4,843
-79
-2% -$16.5K 0.06% 248
2025
Q2 		$1.09M Sell
4,922
-359
-7% -$77.5K 0.08% 212
2025
Q1 		$1.15M Buy
5,281
+331
+7% +$64.9K 0.11% 152
2024
Q4 		$908K Buy
4,950
+3,233
+188% +$670K 0.09% 170
2024
Q3 		$399K Buy
1,717
+435
+34% +$96.5K 0.05% 175
2024
Q2 		$246K Buy
+1,282
New +$240K 0.04% 184
2023
Q3 		– Sell
-367
Closed -$71.2K – 204
2023
Q2 		$71.2K Buy
+367
New +$71.8K 0.02% 263
2023
Q1 		– Sell
-77
Closed -$16.3K – 170
2022
Q4 		$16.3K Buy
+77
New +$16K ﹤0.01% 337

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

Fiduciary Alliance's AMT Position: Q2 2026 in Review

Fiduciary Alliance reduced its American Tower (AMT) stake by 11% in Q2 2026, selling an estimated $78.8K and leaving 3,686 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #335.

Fiduciary Alliance first reported a position in AMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Fiduciary Alliance held 3,686 shares of American Tower worth $603K as of Q2 2026.
  • Fiduciary Alliance sold 438 American Tower shares in Q2 2026, an estimated $78.8K.
  • American Tower made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #335 holding.
  • Fiduciary Alliance first reported a position in American Tower in Q4 2022 and has held it in 11 quarters since.
  • Fiduciary Alliance's American Tower position peaked at $1.15M in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.