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LGT Financial Advisors’s American Tower AMT Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-5
Closed -$962 – 268
2025
Q3 		$962 Hold
5
– – ﹤0.01% 357
2025
Q2 		$1.1K Buy
+5
New +$1.08K ﹤0.01% 385
2025
Q1 		– Sell
-575
Closed -$105K – 324
2024
Q4 		$105K Buy
+575
New +$119K 0.23% 81
2024
Q3 		– Sell
-79
Closed -$15.4K – 702
2024
Q2 		$15.4K Buy
+79
New +$14.8K 0.03% 372
2023
Q4 		– Sell
-15
Closed -$2.83K – 848
2023
Q3 		$2.47K Buy
+15
New +$2.74K ﹤0.01% 781

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's AMT Position: Q4 2025 in Review

LGT Financial Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 5 shares — an estimated $962 sold.

LGT Financial Advisors first reported a position in AMT in Q3 2023 and held it in 5 quarters. The position peaked at $105K in Q4 2024. 1,775 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • LGT Financial Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 5 American Tower shares in Q4 2025, an estimated $962.
  • LGT Financial Advisors first reported a position in American Tower in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's American Tower position peaked at $105K in Q4 2024.
  • 1,775 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.