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

L.J. Altfest & 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	$299K	Sell	1,734 -5,563	-76%	-$1M	0.03%	271
2025 Q4	$1.28M	Buy	7,297 +5,655	+344%	+$1.03M	0.14%	112
2025 Q3	$316K	Sell	1,642 -314	-16%	-$65.4K	0.04%	278
2025 Q2	$432K	Sell	1,956 -4,118	-68%	-$889K	0.05%	238
2025 Q1	$1.32M	Buy	6,074 +1,796	+42%	+$352K	0.17%	99
2024 Q4	$785K	Buy	4,278 +138	+3%	+$28.6K	0.1%	141
2024 Q3	$963K	Sell	4,140 -600	-13%	-$133K	0.13%	135
2024 Q2	$921K	Sell	4,740 -1,583	-25%	-$296K	0.13%	124
2024 Q1	$1.25M	Sell	6,323 -540	-8%	-$108K	0.18%	96
2023 Q4	$1.48M	Buy	6,863 +1,102	+19%	+$208K	0.21%	81
2023 Q3	$947K	Buy	5,761 +366	+7%	+$66.9K	0.15%	117
2023 Q2	$1.05M	Sell	5,395 -40	-0.7%	-$7.82K	0.16%	103
2023 Q1	$1.11M	Buy	5,435 +589	+12%	+$124K	0.17%	87
2022 Q4	$1.03M	Sell	4,846 -99	-2%	-$20.6K	0.17%	95
2022 Q3	$1.06M	Sell	4,945 -1,465	-23%	-$376K	0.2%	73
2022 Q2	$1.64M	Sell	6,410 -140	-2%	-$35.1K	0.29%	55
2022 Q1	$1.65M	Buy	6,550 +4,444	+211%	+$1.08M	0.29%	58
2021 Q4	$616K	Sell	2,106 -42	-2%	-$11.5K	0.12%	128
2021 Q3	$570K	Sell	2,148 -3,640	-63%	-$1.04M	0.12%	127
2021 Q2	$1.56M	Sell	5,788 -3,040	-34%	-$775K	0.34%	52
2021 Q1	$2.11M	Buy	8,828 +4,269	+94%	+$951K	0.5%	39
2020 Q4	$1.02M	Buy	4,559 +715	+19%	+$166K	0.25%	72
2020 Q3	$929K	Sell	3,844 -278	-7%	-$70.5K	0.25%	70
2020 Q2	$1.07M	Buy	4,122 +179	+5%	+$44.3K	0.31%	54
2020 Q1	$858K	Sell	3,943 -170	-4%	-$39.6K	0.27%	65
2019 Q4	$945K	Sell	4,113 -113	-3%	-$24.6K	0.24%	67
2019 Q3	$935K	Sell	4,226 -1,677	-28%	-$366K	0.24%	66
2019 Q2	$1.21M	Sell	5,903 -13	-0.2%	-$2.61K	0.32%	51
2019 Q1	$1.17M	Sell	5,916 -1,988	-25%	-$349K	0.28%	54
2018 Q4	$1.25M	Sell	7,904 -72	-0.9%	-$11.3K	0.35%	44
2018 Q3	$1.16M	Sell	7,976 -10	-0.1%	-$1.47K	0.34%	54
2018 Q2	$1.15M	Sell	7,986 -34	-0.4%	-$4.72K	0.43%	49
2018 Q1	$1.17M	Sell	8,020 -939	-10%	-$132K	0.5%	47
2017 Q4	$1.28M	Sell	8,959 -25	-0.3%	-$3.57K	0.49%	49
2017 Q3	$1.23M	Sell	8,984 -115	-1%	-$16K	0.6%	46
2017 Q2	$1.2M	Buy	9,099 +4,534	+99%	+$581K	0.73%	46
2017 Q1	$555K	Sell	4,565 -27	-0.6%	-$2.97K	0.22%	79
2016 Q4	$485K	Sell	4,592 -100	-2%	-$10.9K	0.24%	84
2016 Q3	$532K	Buy	4,692 +27	+0.6%	+$3.09K	0.35%	75
2016 Q2	$530K	Buy	+4,665	New	+$496K	0.37%	78

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

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

L.J. Altfest & Co reduced its American Tower (AMT) stake by 76% in Q1 2026, selling an estimated $1M and leaving 1,734 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #271.

L.J. Altfest & Co first reported a position in AMT in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.11M in Q1 2021. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

L.J. Altfest & Co held 1,734 shares of American Tower worth $299K as of Q1 2026.
L.J. Altfest & Co sold 5,563 American Tower shares in Q1 2026, an estimated $1M.
American Tower made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #271 holding.
L.J. Altfest & Co first reported a position in American Tower in Q2 2016 and has held it in 40 quarters since.
L.J. Altfest & Co's American Tower position peaked at $2.11M in Q1 2021.
1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.