Jones Financial Companies
AMT icon

Jones Financial Companies’s American Tower AMT Stock Holding History

Jones Financial Companies’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 		$60.8M Buy
357,095
+132,860
+59% +$23.9M 0.03% 298
2025
Q4 		$39.4M Buy
224,235
+12,493
+6% +$2.27M 0.02% 213
2025
Q3 		$41M Buy
211,742
+14,507
+7% +$3.02M 0.03% 181
2025
Q2 		$43.2M Buy
197,235
+26,247
+15% +$5.67M 0.03% 160
2025
Q1 		$37M Buy
170,988
+26,507
+18% +$5.2M 0.03% 146
2024
Q4 		$26.5M Buy
144,481
+22,260
+18% +$4.61M 0.03% 142
2024
Q3 		$28.3M Buy
122,221
+30,312
+33% +$6.72M 0.03% 108
2024
Q2 		$17.9M Buy
91,909
+24,737
+37% +$4.62M 0.02% 108
2024
Q1 		$13.3M Buy
67,172
+3,962
+6% +$789K 0.02% 98
2023
Q4 		$13.6M Buy
63,210
+2,052
+3% +$388K 0.02% 85
2023
Q3 		$10.1M Buy
61,158
+2,723
+5% +$497K 0.02% 90
2023
Q2 		$11.3M Buy
58,435
+2,964
+5% +$579K 0.02% 87
2023
Q1 		$11.3M Sell
55,471
-4,693
-8% -$985K 0.02% 84
2022
Q4 		$12.7M Buy
60,164
+648
+1% +$135K 0.02% 82
2022
Q3 		$12.8M Buy
59,516
+467
+0.8% +$120K 0.02% 73
2022
Q2 		$15.1M Sell
59,049
-4,787
-7% -$1.2M 0.03% 68
2022
Q1 		$16M Buy
63,836
+2,619
+4% +$639K 0.02% 73
2021
Q4 		$17.9M Sell
61,217
-243
-0.4% -$66.4K 0.03% 71
2021
Q3 		$16.3M Sell
61,460
-593
-1% -$169K 0.02% 70
2021
Q2 		$16.8M Buy
62,053
+1,098
+2% +$280K 0.03% 71
2021
Q1 		$14.6M Buy
60,955
+2,488
+4% +$554K 0.02% 73
2020
Q4 		$13.1M Buy
58,467
+3,752
+7% +$872K 0.02% 80
2020
Q3 		$13.2M Buy
54,715
+4,034
+8% +$1.02M 0.03% 71
2020
Q2 		$13.1M Buy
50,681
+11,601
+30% +$2.87M 0.03% 69
2020
Q1 		$8.51M Sell
39,080
-8,678
-18% -$2.02M 0.02% 87
2019
Q4 		$11M Sell
47,758
-6,875
-13% -$1.5M 0.02% 79
2019
Q3 		$12.1M Sell
54,633
-2,781
-5% -$607K 0.03% 72
2019
Q2 		$11.7M Sell
57,414
-14,468
-20% -$2.91M 0.03% 73
2019
Q1 		$14.2M Buy
71,882
+1,083
+2% +$190K 0.03% 57
2018
Q4 		$11.2M Buy
70,799
+4,341
+7% +$679K 0.03% 61
2018
Q3 		$9.66M Buy
66,458
+1,391
+2% +$204K 0.02% 74
2018
Q2 		$9.38M Buy
65,067
+3,872
+6% +$538K 0.02% 73
2018
Q1 		$8.89M Buy
61,195
+9,404
+18% +$1.32M 0.02% 73
2017
Q4 		$7.39M Buy
51,791
+4,921
+10% +$702K 0.02% 84
2017
Q3 		$6.41M Buy
46,870
+12,736
+37% +$1.77M 0.02% 87
2017
Q2 		$4.52M Buy
34,134
+17,332
+103% +$2.22M 0.01% 100
2017
Q1 		$2.04M Buy
16,802
+4,686
+39% +$515K 0.01% 127
2016
Q4 		$1.28M Buy
12,116
+4,068
+51% +$442K ﹤0.01% 137
2016
Q3 		$912K Buy
8,048
+101
+1% +$11.5K ﹤0.01% 147
2016
Q2 		$903K Buy
7,947
+3,052
+62% +$325K ﹤0.01% 153
2016
Q1 		$501K Buy
+4,895
New +$458K ﹤0.01% 170
2013
Q3 		– Sell
-206
Closed -$15K – 720
2013
Q2 		$15K Buy
+206
New +$16.4K ﹤0.01% 516

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jones Financial Companies's AMT Position: Q1 2026 in Review

Jones Financial Companies increased its American Tower (AMT) stake by 59% in Q1 2026, buying an estimated $23.9M and bringing the position to 357,095 shares worth $60.8M. The position accounts for 0.03% of the portfolio, ranked #298.

Jones Financial Companies first reported a position in AMT in Q2 2013 and has held it in 42 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Jones Financial Companies held 357,095 shares of American Tower worth $60.8M as of Q1 2026.
  • Jones Financial Companies bought 132,860 American Tower shares in Q1 2026, an estimated $23.9M.
  • American Tower made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #298 holding.
  • Jones Financial Companies first reported a position in American Tower in Q2 2013 and has held it in 42 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.