Lloyd Advisory Services’s American Tower AMT Stock Holding History

Lloyd Advisory Services’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	$4.66K	Sell	27 -142	-84%	-$25.6K	﹤0.01%	572
2025 Q4	$29.7K	Buy	+169	New	+$30.8K	0.01%	284
2022 Q1	–	Hold	0	–	–	–	169
2021 Q4	–	Hold	0	–	–	–	167
2021 Q3	–	Hold	0	–	–	–	243
2021 Q2	–	Hold	0	–	–	–	231
2021 Q1	–	Hold	0	–	–	–	211
2020 Q4	–	Hold	0	–	–	–	176
2020 Q3	–	Hold	0	–	–	–	154
2020 Q2	–	Hold	0	–	–	–	155
2020 Q1	–	Hold	0	–	–	–	143
2019 Q4	–	Hold	0	–	–	–	182

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

Lloyd Advisory Services's AMT Position: Q1 2026 in Review

Lloyd Advisory Services reduced its American Tower (AMT) stake by 84% in Q1 2026, selling an estimated $25.6K and leaving 27 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Lloyd Advisory Services first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.7K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Lloyd Advisory Services held 27 shares of American Tower worth $4.66K as of Q1 2026.
Lloyd Advisory Services sold 142 American Tower shares in Q1 2026, an estimated $25.6K.
American Tower made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #572 holding.
Lloyd Advisory Services first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
Lloyd Advisory Services's American Tower position peaked at $29.7K in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.