Investment Research & Advisory Group’s American Tower AMT Stock Holding History

Investment Research & 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	$88.9K	Buy	518 +5	+1%	+$900	0.03%	106
2026 Q1	$88.6K	Buy	513 +5	+1%	+$900	0.03%	99
2025 Q4	$91K	Buy	508 +4	+0.8%	+$728	0.03%	96
2025 Q3	$98.1K	Buy	504 +4	+0.8%	+$833	0.03%	95
2025 Q2	$111K	Sell	500 -488	-49%	-$105K	0.04%	83
2025 Q1	$215K	Hold	988	–	–	0.09%	68
2024 Q4	$181K	Hold	988	–	–	0.08%	70
2024 Q3	$230K	Buy	+988	New	+$219K	0.1%	63
2022 Q2	–	Sell	-988	Closed	-$248K	–	178
2022 Q1	$248K	Hold	988	–	–	0.16%	59
2021 Q4	$289K	Hold	988	–	–	0.18%	57
2021 Q3	$264K	Hold	988	–	–	0.17%	54
2021 Q2	$267K	Hold	988	–	–	0.18%	56
2021 Q1	$236K	Hold	988	–	–	0.17%	54
2020 Q4	$222K	Hold	988	–	–	0.16%	54
2020 Q3	$239K	Hold	988	–	–	0.2%	52
2020 Q2	$253K	Hold	988	–	–	0.23%	49
2020 Q1	$215K	Hold	988	–	–	0.2%	47
2019 Q4	$227K	Buy	+988	New	+$215K	0.21%	45

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Investment Research & Advisory Group's AMT Position: Q2 2026 in Review

Investment Research & Advisory Group increased its American Tower (AMT) stake by 0.97% in Q2 2026, buying an estimated $900 and bringing the position to 518 shares worth $88.9K. The position accounts for 0.03% of the portfolio, ranked #106.

Investment Research & Advisory Group first reported a position in AMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $289K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Investment Research & Advisory Group held 518 shares of American Tower worth $88.9K as of Q2 2026.
Investment Research & Advisory Group bought 5 American Tower shares in Q2 2026, an estimated $900.
American Tower made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #106 holding.
Investment Research & Advisory Group first reported a position in American Tower in Q4 2019 and has held it in 18 quarters since.
Investment Research & Advisory Group's American Tower position peaked at $289K in Q4 2021.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.