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J.W. Cole Advisors’s American Tower AMT Stock Holding History

J.W. Cole Advisors’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 		$1.84M Buy
11,277
+3,279
+41% +$590K 0.03% 524
2026
Q1 		$1.38M Buy
7,998
+269
+3% +$48.4K 0.05% 312
2025
Q4 		$1.22M Sell
7,729
-128
-2% -$23.3K 0.03% 572
2025
Q3 		$1.51M Sell
7,857
-5,997
-43% -$1.25M 0.03% 568
2025
Q2 		$3.06M Buy
13,854
+6,764
+95% +$1.46M 0.07% 283
2025
Q1 		$1.54M Buy
7,090
+5,125
+261% +$1.01M 0.05% 390
2024
Q4 		$360K Sell
1,965
-48
-2% -$9.95K 0.01% 718
2024
Q3 		$468K Sell
2,013
-33
-2% -$7.32K 0.02% 618
2024
Q2 		$398K Sell
2,046
-595
-23% -$111K 0.02% 596
2024
Q1 		$522K Sell
2,641
-20
-0.8% -$3.98K 0.03% 524
2023
Q4 		$575K Buy
2,661
+159
+6% +$30K 0.03% 445
2023
Q3 		$411K Sell
2,502
-66
-3% -$12.1K 0.03% 465
2023
Q2 		$498K Sell
2,568
-11
-0.4% -$2.15K 0.04% 431
2023
Q1 		$527K Sell
2,579
-21
-0.8% -$4.41K 0.04% 434
2022
Q4 		$551K Buy
2,600
+69
+3% +$14.4K 0.04% 396
2022
Q3 		$543K Buy
2,531
+119
+5% +$30.6K 0.05% 376
2022
Q2 		$616K Sell
2,412
-197
-8% -$49.4K 0.05% 356
2022
Q1 		$656K Sell
2,609
-493
-16% -$120K 0.04% 381
2021
Q4 		$907K Buy
3,102
+426
+16% +$116K 0.06% 318
2021
Q3 		$710K Sell
2,676
-191
-7% -$54.4K 0.05% 205
2021
Q2 		$775K Buy
2,867
+961
+50% +$245K 0.06% 322
2021
Q1 		$456K Buy
1,906
+151
+9% +$33.6K 0.04% 406
2020
Q4 		$394K Sell
1,755
-4,889
-74% -$1.14M 0.04% 398
2020
Q3 		$1.61M Buy
+6,644
New +$1.68M 0.12% 178
2020
Q1 		– Sell
-1,871
Closed -$430K – 118
2019
Q4 		$430K Buy
+1,871
New +$408K 0.05% 331

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.W. Cole Advisors's AMT Position: Q2 2026 in Review

J.W. Cole Advisors increased its American Tower (AMT) stake by 41% in Q2 2026, buying an estimated $590K and bringing the position to 11,277 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #524.

J.W. Cole Advisors first reported a position in AMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.06M in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • J.W. Cole Advisors held 11,277 shares of American Tower worth $1.84M as of Q2 2026.
  • J.W. Cole Advisors bought 3,279 American Tower shares in Q2 2026, an estimated $590K.
  • American Tower made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #524 holding.
  • J.W. Cole Advisors first reported a position in American Tower in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's American Tower position peaked at $3.06M in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.