FIA
AMT icon

Foundations Investment Advisors’s American Tower AMT Stock Holding History

Foundations Investment Advisors’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 		$326K Sell
1,996
-190
-9% -$34.2K ﹤0.01% 929
2026
Q1 		$377K Sell
2,186
-1,043
-32% -$188K ﹤0.01% 819
2025
Q4 		$567K Sell
3,229
-257
-7% -$46.8K 0.01% 678
2025
Q3 		$670K Buy
3,486
+245
+8% +$51K 0.01% 577
2025
Q2 		$716K Buy
3,241
+433
+15% +$93.5K 0.01% 501
2025
Q1 		$611K Sell
2,808
-486
-15% -$95.3K 0.01% 522
2024
Q4 		$604K Sell
3,294
-442
-12% -$91.6K 0.01% 509
2024
Q3 		$869K Sell
3,736
-17
-0.5% -$3.77K 0.02% 388
2024
Q2 		$730K Buy
3,753
+595
+19% +$111K 0.02% 414
2024
Q1 		$624K Buy
3,158
+292
+10% +$58.2K 0.02% 421
2023
Q4 		$569K Sell
2,866
-168
-6% -$31.8K 0.02% 410
2023
Q3 		$499K Buy
3,034
+293
+11% +$53.5K 0.02% 381
2023
Q2 		$532K Sell
2,741
-132
-5% -$25.8K 0.02% 353
2023
Q1 		$587K Sell
2,873
-820
-22% -$172K 0.02% 303
2022
Q4 		$782K Buy
3,693
+1,309
+55% +$272K 0.03% 225
2022
Q3 		$512K Sell
2,384
-191
-7% -$49.1K 0.02% 246
2022
Q2 		$665K Sell
2,575
-182
-7% -$45.7K 0.03% 188
2022
Q1 		$705K Sell
2,757
-66
-2% -$16.1K 0.03% 156
2021
Q4 		$732K Buy
2,823
+608
+27% +$166K 0.03% 156
2021
Q3 		$586K Buy
2,215
+464
+26% +$132K 0.03% 158
2021
Q2 		$488K Buy
+1,751
New +$446K 0.02% 169

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's AMT Position: Q2 2026 in Review

Foundations Investment Advisors reduced its American Tower (AMT) stake by 8.7% in Q2 2026, selling an estimated $34.2K and leaving 1,996 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Foundations Investment Advisors first reported a position in AMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $869K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Foundations Investment Advisors held 1,996 shares of American Tower worth $326K as of Q2 2026.
  • Foundations Investment Advisors sold 190 American Tower shares in Q2 2026, an estimated $34.2K.
  • American Tower made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #929 holding.
  • Foundations Investment Advisors first reported a position in American Tower in Q2 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's American Tower position peaked at $869K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.