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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Investment Research & Advisory Group's AMT Position: Q1 2026 in Review

Investment Research & Advisory Group increased its American Tower (AMT) stake by 0.98% in Q1 2026, buying an estimated $900 and bringing the position to 513 shares worth $88.6K. The position accounts for 0.03% of the portfolio, ranked #99.

Investment Research & Advisory Group first reported a position in AMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $289K in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Investment Research & Advisory Group held 513 shares of American Tower worth $88.6K as of Q1 2026.
Investment Research & Advisory Group bought 5 American Tower shares in Q1 2026, an estimated $900.
American Tower made up 0.03% of Investment Research & Advisory Group's portfolio in Q1 2026, its #99 holding.
Investment Research & Advisory Group first reported a position in American Tower in Q4 2019 and has held it in 17 quarters since.
Investment Research & Advisory Group's American Tower position peaked at $289K in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.