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Fortitude Advisory Group’s American Tower AMT Stock Holding History

Fortitude Advisory Group’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 		$493K Buy
3,013
+693
+30% +$125K 0.19% 110
2026
Q1 		$400K Buy
2,320
+369
+19% +$66.4K 0.18% 117
2025
Q4 		$343K Buy
1,951
+86
+5% +$15.7K 0.15% 122
2025
Q3 		$359K Sell
1,865
-21
-1% -$4.38K 0.19% 112
2025
Q2 		$417K Sell
1,886
-21
-1% -$4.53K 0.24% 89
2025
Q1 		$416K Buy
1,907
+54
+3% +$10.6K 0.3% 69
2024
Q4 		$340K Sell
1,853
-407
-18% -$84.3K 0.2% 108
2024
Q3 		$526K Sell
2,260
-1
-0% -$222 0.33% 64
2024
Q2 		$439K Sell
2,261
-858
-28% -$160K 0.26% 74
2024
Q1 		$616K Sell
3,119
-504
-14% -$100K 0.35% 61
2023
Q4 		$782K Buy
3,623
+1,573
+77% +$297K 0.47% 40
2023
Q3 		$337K Buy
2,050
+370
+22% +$67.6K 0.23% 101
2023
Q2 		$326K Sell
1,680
-123
-7% -$24K 0.24% 107
2023
Q1 		$368K Buy
1,803
+154
+9% +$32.3K 0.29% 88
2022
Q4 		$349K Buy
1,649
+374
+29% +$77.8K 0.3% 95
2022
Q3 		$274K Buy
1,275
+42
+3% +$10.8K 0.26% 105
2022
Q2 		$315K Buy
1,233
+156
+14% +$39.1K 0.29% 96
2022
Q1 		$270K Buy
1,077
+14
+1% +$3.42K 0.14% 143
2021
Q4 		$311K Buy
+1,063
New +$290K 0.16% 126

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

Fortitude Advisory Group's AMT Position: Q2 2026 in Review

Fortitude Advisory Group increased its American Tower (AMT) stake by 30% in Q2 2026, buying an estimated $125K and bringing the position to 3,013 shares worth $493K. The position accounts for 0.19% of the portfolio, ranked #110.

Fortitude Advisory Group first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $782K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Fortitude Advisory Group held 3,013 shares of American Tower worth $493K as of Q2 2026.
  • Fortitude Advisory Group bought 693 American Tower shares in Q2 2026, an estimated $125K.
  • American Tower made up 0.19% of Fortitude Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Fortitude Advisory Group first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's American Tower position peaked at $782K in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.