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Larson Financial Group’s American Tower AMT Stock Holding History

Larson Financial Group’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 		$182K Buy
1,112
+31
+3% +$5.58K ﹤0.01% 890
2026
Q1 		$187K Buy
1,081
+38
+4% +$6.84K 0.01% 741
2025
Q4 		$183K Buy
1,043
+170
+19% +$30.9K 0.01% 725
2025
Q3 		$168K Sell
873
-460
-35% -$95.8K 0.01% 742
2025
Q2 		$295K Buy
1,333
+281
+27% +$60.7K 0.01% 579
2025
Q1 		$229K Buy
1,052
+855
+434% +$168K 0.01% 596
2024
Q4 		$36.1K Sell
197
-30
-13% -$6.22K ﹤0.01% 1003
2024
Q3 		$52.7K Buy
227
+75
+49% +$16.6K ﹤0.01% 891
2024
Q2 		$29.6K Sell
152
-50
-25% -$9.35K ﹤0.01% 949
2024
Q1 		$39.9K Buy
202
+85
+73% +$16.9K ﹤0.01% 746
2023
Q4 		$25.3K Buy
117
+8
+7% +$1.51K ﹤0.01% 790
2023
Q3 		$17.9K Buy
109
+60
+122% +$11K ﹤0.01% 839
2023
Q2 		$9.41K Sell
49
-38
-44% -$7.43K ﹤0.01% 953
2023
Q1 		$17.8K Buy
87
+1
+1% +$210 ﹤0.01% 772
2022
Q4 		$18.3K Hold
86
– – ﹤0.01% 713
2022
Q3 		$18K Buy
86
+1
+1% +$257 ﹤0.01% 648
2022
Q2 		$22K Buy
85
+38
+81% +$9.54K ﹤0.01% 525
2022
Q1 		$12K Sell
47
-19
-29% -$4.64K ﹤0.01% 613
2021
Q4 		$19K Buy
66
+20
+43% +$5.46K ﹤0.01% 547
2021
Q3 		$12K Hold
46
– – ﹤0.01% 545
2021
Q2 		$12K Hold
46
– – ﹤0.01% 516
2021
Q1 		$11K Sell
46
-38
-45% -$8.46K ﹤0.01% 515
2020
Q4 		$19K Buy
84
+5
+6% +$1.16K 0.01% 379
2020
Q3 		$19K Buy
79
+35
+80% +$8.87K 0.01% 333
2020
Q2 		$11K Buy
44
+21
+91% +$5.2K 0.01% 371
2020
Q1 		$5K Buy
23
+10
+77% +$2.33K ﹤0.01% 359
2019
Q4 		$3K Buy
+13
New +$2.83K ﹤0.01% 412
2019
Q2 		– Sell
-4
Closed -$1K – 496
2019
Q1 		$1K Sell
4
-2
-33% -$351 ﹤0.01% 412
2018
Q4 		$1K Buy
+6
New +$938 ﹤0.01% 385

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

Larson Financial Group's AMT Position: Q2 2026 in Review

Larson Financial Group increased its American Tower (AMT) stake by 2.9% in Q2 2026, buying an estimated $5.58K and bringing the position to 1,112 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Larson Financial Group first reported a position in AMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $295K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Larson Financial Group held 1,112 shares of American Tower worth $182K as of Q2 2026.
  • Larson Financial Group bought 31 American Tower shares in Q2 2026, an estimated $5.58K.
  • American Tower made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #890 holding.
  • Larson Financial Group first reported a position in American Tower in Q4 2018 and has held it in 29 quarters since.
  • Larson Financial Group's American Tower position peaked at $295K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.