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John G. Ullman & Associates’s American Tower AMT Stock Holding History

John G. Ullman & Associates’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 		– Sell
-63,259
Closed -$10.9M – 183
2026
Q1 		$10.9M Buy
63,259
+2,041
+3% +$367K 1.45% 18
2025
Q4 		$10.7M Buy
61,218
+4,500
+8% +$819K 1.43% 18
2025
Q3 		$10.9M Buy
56,718
+3,736
+7% +$778K 1.47% 17
2025
Q2 		$11.7M Sell
52,982
-150
-0.3% -$32.4K 1.74% 12
2025
Q1 		$11.6M Buy
53,132
+6,852
+15% +$1.34M 1.78% 14
2024
Q4 		$8.49M Sell
46,280
-3,591
-7% -$744K 1.25% 18
2024
Q3 		$11.6M Sell
49,871
-2,210
-4% -$490K 1.67% 14
2024
Q2 		$10.1M Buy
52,081
+12,200
+31% +$2.28M 1.54% 17
2024
Q1 		$7.88M Buy
39,881
+9,060
+29% +$1.8M 1.21% 21
2023
Q4 		$6.65M Buy
30,821
+4,471
+17% +$845K 1.06% 29
2023
Q3 		$4.33M Sell
26,350
-16,300
-38% -$2.98M 0.71% 42
2023
Q2 		$8.27M Buy
42,650
+6,135
+17% +$1.2M 1.28% 19
2023
Q1 		$7.46M Buy
36,515
+13,266
+57% +$2.78M 1.16% 25
2022
Q4 		$4.93M Buy
23,249
+7,083
+44% +$1.47M 0.79% 38
2022
Q3 		$3.47M Buy
16,166
+5,700
+54% +$1.46M 0.61% 48
2022
Q2 		$2.67M Sell
10,466
-200
-2% -$50.2K 0.43% 60
2022
Q1 		$2.68M Sell
10,666
-554
-5% -$135K 0.37% 63
2021
Q4 		$3.28M Sell
11,220
-100
-0.9% -$27.3K 0.45% 61
2021
Q3 		$3M Sell
11,320
-150
-1% -$42.8K 0.41% 59
2021
Q2 		$3.1M Sell
11,470
-100
-0.9% -$25.5K 0.4% 58
2021
Q1 		$2.77M Buy
+11,570
New +$2.58M 0.37% 60

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

John G. Ullman & Associates's AMT Position: Q2 2026 in Review

John G. Ullman & Associates sold out of American Tower (AMT) in Q2 2026, closing a stake of 63,259 shares — an estimated $10.9M sold.

John G. Ullman & Associates first reported a position in AMT in Q1 2021 and held it in 21 quarters. The position peaked at $11.7M in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • John G. Ullman & Associates reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • John G. Ullman & Associates sold 63,259 American Tower shares in Q2 2026, an estimated $10.9M.
  • John G. Ullman & Associates first reported a position in American Tower in Q1 2021 and held it in 21 quarters.
  • John G. Ullman & Associates's American Tower position peaked at $11.7M in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.