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Legacy Trust’s American Tower AMT Stock Holding History

Legacy Trust’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 		$596K Hold
3,641
– – 0.11% 123
2026
Q1 		$628K Sell
3,641
-15
-0.4% -$2.7K 0.12% 113
2025
Q4 		$642K Sell
3,656
-16
-0.4% -$2.91K 0.12% 112
2025
Q3 		$706K Sell
3,672
-46
-1% -$9.58K 0.14% 109
2025
Q2 		$822K Sell
3,718
-389
-9% -$84K 0.2% 81
2025
Q1 		$894K Buy
4,107
+1
+0% +$196 0.22% 78
2024
Q4 		$753K Sell
4,106
-157
-4% -$32.5K 0.17% 86
2024
Q3 		$991K Buy
4,263
+32
+0.8% +$7.09K 0.23% 76
2024
Q2 		$822K Buy
4,231
+5
+0.1% +$935 0.2% 80
2024
Q1 		$835K Buy
4,226
+8
+0.2% +$1.59K 0.21% 81
2023
Q4 		$911K Sell
4,218
-16
-0.4% -$3.02K 0.24% 77
2023
Q3 		$696K Buy
4,234
+13
+0.3% +$2.37K 0.2% 85
2023
Q2 		$819K Buy
4,221
+143
+4% +$28K 0.23% 80
2023
Q1 		$833K Buy
4,078
+224
+6% +$47K 0.25% 80
2022
Q4 		$817K Buy
+3,854
New +$802K 0.25% 73

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

Legacy Trust's AMT Position: Q2 2026 in Review

Legacy Trust held its American Tower (AMT) position steady in Q2 2026 at 3,641 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #123.

Legacy Trust first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $991K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Legacy Trust held 3,641 shares of American Tower worth $596K as of Q2 2026.
  • Legacy Trust left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.11% of Legacy Trust's portfolio in Q2 2026, its #123 holding.
  • Legacy Trust first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's American Tower position peaked at $991K in Q3 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.