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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
Q2 		$182K Buy
1,112
+1,085
+4,019% +$195K 0.07% 122
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
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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's AMT Position: Q2 2026 in Review

Lloyd Advisory Services increased its American Tower (AMT) stake by 4,019% in Q2 2026, buying an estimated $195K and bringing the position to 1,112 shares worth $182K. The position accounts for 0.07% of the portfolio, ranked #122.

Lloyd Advisory Services first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Lloyd Advisory Services held 1,112 shares of American Tower worth $182K as of Q2 2026.
  • Lloyd Advisory Services bought 1,085 American Tower shares in Q2 2026, an estimated $195K.
  • American Tower made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Lloyd Advisory Services first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.