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J.M. Forbes & Co’s American Tower AMT Stock Holding History

J.M. Forbes & Co’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 		$227K Buy
+1,386
New +$249K 0.02% 155
2025
Q4 		– Sell
-1,128
Closed -$217K – 142
2025
Q3 		$217K Hold
1,128
– – 0.02% 136
2025
Q2 		$249K Buy
1,128
+73
+7% +$15.8K 0.02% 131
2025
Q1 		$230K Buy
+1,055
New +$207K 0.02% 135
2024
Q4 		– Sell
-1,055
Closed -$245K – 142
2024
Q3 		$245K Sell
1,055
-2
-0.2% -$443 0.02% 132
2024
Q2 		$205K Hold
1,057
– – 0.02% 131
2024
Q1 		$209K Hold
1,057
– – 0.02% 128
2023
Q4 		$228K Buy
+1,057
New +$200K 0.03% 124
2022
Q4 		– Sell
-23,092
Closed -$4.96M – 109
2022
Q3 		$4.96M Buy
23,092
+258
+1% +$66.3K 0.78% 45
2022
Q2 		$5.84M Sell
22,834
-62
-0.3% -$15.6K 0.86% 44
2022
Q1 		$5.75M Sell
22,896
-352
-2% -$85.9K 0.73% 47
2021
Q4 		$6.8M Buy
23,248
+28
+0.1% +$7.65K 0.78% 47
2021
Q3 		$6.16M Buy
23,220
+207
+0.9% +$59K 0.78% 45
2021
Q2 		$6.22M Buy
23,013
+27
+0.1% +$6.88K 0.78% 45
2021
Q1 		$5.5M Buy
22,986
+511
+2% +$114K 0.77% 42
2020
Q4 		$5.04M Buy
22,475
+137
+0.6% +$31.8K 0.74% 40
2020
Q3 		$5.4M Buy
+22,338
New +$5.66M 0.86% 39

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

J.M. Forbes & Co's AMT Position: Q2 2026 in Review

J.M. Forbes & Co opened a new position in American Tower (AMT) in Q2 2026: 1,386 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: J.M. Forbes & Co previously reported a position in AMT as recently as Q3 2025.

J.M. Forbes & Co first reported a position in AMT in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.8M in Q4 2021. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • J.M. Forbes & Co held 1,386 shares of American Tower worth $227K as of Q2 2026.
  • American Tower was a new J.M. Forbes & Co position in Q2 2026.
  • American Tower made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #155 holding.
  • J.M. Forbes & Co first reported a position in American Tower in Q3 2020 and has held it in 17 quarters since.
  • J.M. Forbes & Co's American Tower position peaked at $6.8M in Q4 2021.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.