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

J. Stern & 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 Q1	$37.3M	Sell	215,977 -37,471,001	-99%	-$6.74B	3.61%	12
2025 Q4	$37.7B	Buy	37,686,978 +37,553,436	+28,121%	+$6.83B	3.21%	17
2025 Q3	$25.7M	Sell	133,542 -3,647	-3%	-$760K	1.94%	18
2025 Q2	$29.5M	Buy	137,189 +1,792	+1%	+$387K	2.52%	18
2025 Q1	$29.5M	Buy	135,397 +12,821	+10%	+$2.52M	2.82%	19
2024 Q4	$22.5M	Buy	122,576 +6,118	+5%	+$1.27M	2.12%	20
2024 Q3	$27.1M	Buy	116,458 +5,369	+5%	+$1.19M	2.89%	18
2024 Q2	$21.6M	Buy	111,089 +1,139	+1%	+$213K	2.57%	18
2024 Q1	$21.7M	Buy	109,950 +28,826	+36%	+$5.74M	2.75%	17
2023 Q4	$15.9M	Buy	+81,124	New	+$15.3M	2.89%	17

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

J. Stern & Co's AMT Position: Q1 2026 in Review

J. Stern & Co reduced its American Tower (AMT) stake by 99% in Q1 2026, selling an estimated $6.74B and leaving 215,977 shares worth $37.3M. The position accounts for 3.61% of the portfolio, ranked #12.

J. Stern & Co first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.7B in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

J. Stern & Co held 215,977 shares of American Tower worth $37.3M as of Q1 2026.
J. Stern & Co sold 37,471,001 American Tower shares in Q1 2026, an estimated $6.74B.
American Tower made up 3.61% of J. Stern & Co's portfolio in Q1 2026, its #12 holding.
J. Stern & Co first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
J. Stern & Co's American Tower position peaked at $37.7B in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.