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Herold Advisors’s American Tower AMT Stock Holding History

Herold 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 		$1.15M Buy
7,000
+1,215
+21% +$219K 0.23% 110
2026
Q1 		$998K Buy
5,785
+75
+1% +$13.5K 0.22% 107
2025
Q4 		$1M Sell
5,710
-1,180
-17% -$215K 0.22% 109
2025
Q3 		$1.33M Sell
6,890
-29
-0.4% -$6.04K 0.31% 86
2025
Q2 		$1.53M Buy
6,919
+79
+1% +$17.1K 0.32% 86
2025
Q1 		$1.49M Sell
6,840
-69
-1% -$13.5K 0.33% 90
2024
Q4 		$1.27M Buy
6,909
+35
+0.5% +$7.25K 0.28% 98
2024
Q3 		$1.6M Buy
6,874
+125
+2% +$27.7K 0.35% 79
2024
Q2 		$1.31M Sell
6,749
-10
-0.1% -$1.87K 0.3% 89
2024
Q1 		$1.34M Buy
6,759
+47
+0.7% +$9.36K 0.32% 88
2023
Q4 		$1.45M Hold
6,712
– – 0.4% 72
2023
Q3 		$1.1M Buy
6,712
+132
+2% +$24.1K 0.34% 83
2023
Q2 		$1.28M Sell
6,580
-830
-11% -$162K 0.39% 78
2023
Q1 		$1.51M Hold
7,410
– – 0.52% 60
2022
Q4 		$1.57M Sell
7,410
-3,190
-30% -$664K 0.66% 48
2022
Q3 		$2.27M Hold
10,600
– – 1.09% 22
2022
Q2 		$2.71M Hold
10,600
– – 1.21% 18
2022
Q1 		$2.66M Hold
10,600
– – 0.95% 24
2021
Q4 		$3.1M Hold
10,600
– – 1.2% 13
2021
Q3 		$2.81M Buy
+10,600
New +$3.02M 1.09% 12

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

Herold Advisors's AMT Position: Q2 2026 in Review

Herold Advisors increased its American Tower (AMT) stake by 21% in Q2 2026, buying an estimated $219K and bringing the position to 7,000 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #110.

Herold Advisors first reported a position in AMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.1M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Herold Advisors held 7,000 shares of American Tower worth $1.15M as of Q2 2026.
  • Herold Advisors bought 1,215 American Tower shares in Q2 2026, an estimated $219K.
  • American Tower made up 0.23% of Herold Advisors's portfolio in Q2 2026, its #110 holding.
  • Herold Advisors first reported a position in American Tower in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's American Tower position peaked at $3.1M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.