Halbert Hargrove Global Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $828 | Buy |
+5
| New | +$900 | ﹤0.01% | 464 |
|
|
2025
Q4 | – | Sell |
-22
| Closed | -$4.23K | – | 385 |
|
|
2025
Q3 | $4.23K | Buy |
+22
| New | +$4.58K | ﹤0.01% | 445 |
|
|
2025
Q2 | – | Sell |
-13
| Closed | -$2.81K | – | 333 |
|
|
2025
Q1 | $2.81K | Buy |
+13
| New | +$2.55K | ﹤0.01% | 363 |
|
|
2023
Q2 | – | Sell |
-1,222
| Closed | -$250K | – | 102 |
|
|
2023
Q1 | $250K | Sell |
1,222
-61
| -5% | -$12.8K | 0.02% | 135 |
|
|
2022
Q4 | $272K | Sell |
1,283
-90
| -7% | -$18.7K | 0.02% | 116 |
|
|
2022
Q3 | $295K | Buy |
1,373
+134
| +11% | +$34.4K | 0.02% | 109 |
|
|
2022
Q2 | $317K | Buy |
1,239
+1
| +0.1% | +$251 | 0.02% | 104 |
|
|
2022
Q1 | $311K | Buy |
1,238
+1
| +0.1% | +$244 | 0.02% | 114 |
|
|
2021
Q4 | $362K | Buy |
1,237
+78
| +7% | +$21.3K | 0.02% | 98 |
|
|
2021
Q3 | $308K | Buy |
1,159
+15
| +1% | +$4.28K | 0.02% | 98 |
|
|
2021
Q2 | $309K | Buy |
1,144
+66
| +6% | +$16.8K | 0.02% | 108 |
|
|
2021
Q1 | $258K | Sell |
1,078
-3
| -0.3% | -$668 | 0.02% | 104 |
|
|
2020
Q4 | $243K | Buy |
1,081
+49
| +5% | +$11.4K | 0.02% | 97 |
|
|
2020
Q3 | $249K | Buy |
1,032
+15
| +1% | +$3.8K | 0.02% | 80 |
|
|
2020
Q2 | $263K | Sell |
1,017
-60
| -6% | -$14.8K | 0.04% | 71 |
|
|
2020
Q1 | $235K | Sell |
1,077
-15
| -1% | -$3.49K | 0.04% | 64 |
|
|
2019
Q4 | $251K | Sell |
1,092
-155
| -12% | -$33.8K | 0.06% | 63 |
|
|
2019
Q3 | $276K | Sell |
1,247
-1
| -0.1% | -$218 | 0.07% | 63 |
|
|
2019
Q2 | $255K | Sell |
1,248
-13
| -1% | -$2.61K | 0.07% | 64 |
|
|
2019
Q1 | $248K | Sell |
1,261
-8
| -0.6% | -$1.4K | 0.87% | 36 |
|
|
2018
Q4 | $201K | Buy |
+1,269
| New | +$198K | 0.05% | 72 |
|
|
2017
Q2 | – | Sell |
-1,969
| Closed | -$239K | – | 68 |
|
|
2017
Q1 | $239K | Buy |
+1,969
| New | +$217K | 0.06% | 69 |
|
|
2016
Q3 | – | Sell |
-1,891
| Closed | -$215K | – | 69 |
|
|
2016
Q2 | $215K | Sell |
1,891
-658
| -26% | -$70K | 0.06% | 68 |
|
|
2016
Q1 | $261K | Sell |
2,549
-900
| -26% | -$84.1K | 0.09% | 59 |
|
|
2015
Q4 | $334K | Sell |
3,449
-109
| -3% | -$10.6K | 0.14% | 54 |
|
|
2015
Q3 | $313K | Sell |
3,558
-4,016
| -53% | -$378K | 0.15% | 56 |
|
|
2015
Q2 | $707K | Sell |
7,574
-324
| -4% | -$30.6K | 0.17% | 46 |
|
|
2015
Q1 | $744K | Buy |
7,898
+3,263
| +70% | +$317K | 0.24% | 45 |
|
|
2014
Q4 | $458K | Sell |
4,635
-81
| -2% | -$7.96K | 0.23% | 44 |
|
|
2014
Q3 | $442K | Buy |
4,716
+2,070
| +78% | +$197K | 0.12% | 63 |
|
|
2014
Q2 | $238K | Buy |
2,646
+139
| +6% | +$12K | 0.07% | 105 |
|
|
2014
Q1 | $205K | Sell |
2,507
-5
| -0.2% | -$407 | 0.06% | 113 |
|
|
2013
Q4 | $201K | Buy |
+2,512
| New | +$195K | 0.06% | 123 |
|
Other funds holding AMT
Halbert Hargrove Global Advisors's AMT Position: Q2 2026 in Review
Halbert Hargrove Global Advisors opened a new position in American Tower (AMT) in Q2 2026: 5 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AMT as recently as Q3 2025.
Halbert Hargrove Global Advisors first reported a position in AMT in Q4 2013 and has held it in 33 quarters since. The position peaked at $744K in Q1 2015. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.
- Halbert Hargrove Global Advisors held 5 shares of American Tower worth $828 as of Q2 2026.
- American Tower was a new Halbert Hargrove Global Advisors position in Q2 2026.
- American Tower made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #464 holding.
- Halbert Hargrove Global Advisors first reported a position in American Tower in Q4 2013 and has held it in 33 quarters since.
- Halbert Hargrove Global Advisors's American Tower position peaked at $744K in Q1 2015.
- 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.