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 Q2	$34.6M	Sell	211,680 -4,297	-2%	-$773K	3.27%	10
2026 Q1	$37.3M	Buy	215,977 +1,322	+0.6%	+$238K	3.61%	12
2025 Q4	$37.7M	Buy	214,655 +81,113	+61%	+$14.8M	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 $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

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

J. Stern & Co reduced its American Tower (AMT) stake by 2% in Q2 2026, selling an estimated $773K and leaving 211,680 shares worth $34.6M. The position accounts for 3.27% of the portfolio, ranked #10.

J. Stern & Co first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.7M in Q4 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

J. Stern & Co held 211,680 shares of American Tower worth $34.6M as of Q2 2026.
J. Stern & Co sold 4,297 American Tower shares in Q2 2026, an estimated $773K.
American Tower made up 3.27% of J. Stern & Co's portfolio in Q2 2026, its #10 holding.
J. Stern & Co first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's American Tower position peaked at $37.7M in Q4 2025.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.