LMCG Investments’s American Tower AMT Stock Holding History

LMCG Investments’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	$7.77M	Buy	47,500 +39,550	+497%	+$7.12M	0.42%	80
2026 Q1	$1.37M	Buy	7,950 +6,060	+321%	+$1.09M	0.08%	142
2025 Q4	$332K	Buy	1,890 +565	+43%	+$103K	0.02%	196
2025 Q3	$255K	Hold	1,325	–	–	0.02%	208
2025 Q2	$293K	Hold	1,325	–	–	0.02%	211
2025 Q1	$288K	Sell	1,325 -12	-0.9%	-$2.35K	0.02%	210
2024 Q4	$245K	Hold	1,337	–	–	0.02%	219
2024 Q3	$311K	Hold	1,337	–	–	0.02%	199
2024 Q2	$260K	Hold	1,337	–	–	0.02%	268
2024 Q1	$264K	Sell	1,337 -5	-0.4%	-$996	0.02%	275
2023 Q4	$290K	Hold	1,342	–	–	0.02%	277
2023 Q3	$221K	Hold	1,342	–	–	0.01%	286
2023 Q2	$260K	Sell	1,342 -12	-0.9%	-$2.35K	0.02%	279
2023 Q1	$277K	Hold	1,354	–	–	0.02%	284
2022 Q4	$287K	Sell	1,354 -4	-0.3%	-$833	0.02%	288
2022 Q3	$291K	Hold	1,358	–	–	0.02%	297
2022 Q2	$347K	Sell	1,358 -15	-1%	-$3.76K	0.02%	291
2022 Q1	$345K	Buy	+1,373	New	+$335K	0.02%	297
2015 Q1	–	Sell	-2,483	Closed	-$245K	–	539
2014 Q4	$245K	Sell	2,483 -467	-16%	-$45.9K	0.01%	470
2014 Q3	$277K	Sell	2,950 -550	-16%	-$52.3K	0.01%	440
2014 Q2	$315K	Sell	3,500 -1,350	-28%	-$117K	0.01%	433
2014 Q1	$397K	Sell	4,850 -310	-6%	-$25.3K	0.01%	422
2013 Q4	$412K	Sell	5,160 -2,760	-35%	-$214K	0.01%	426
2013 Q3	$587K	Sell	7,920 -600	-7%	-$43.3K	0.01%	392
2013 Q2	$623K	Buy	+8,520	New	+$678K	0.02%	391

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LMCG Investments's AMT Position: Q2 2026 in Review

LMCG Investments increased its American Tower (AMT) stake by 497% in Q2 2026, buying an estimated $7.12M and bringing the position to 47,500 shares worth $7.77M. The position accounts for 0.42% of the portfolio, ranked #80.

LMCG Investments first reported a position in AMT in Q2 2013 and has held it in 25 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

LMCG Investments held 47,500 shares of American Tower worth $7.77M as of Q2 2026.
LMCG Investments bought 39,550 American Tower shares in Q2 2026, an estimated $7.12M.
American Tower made up 0.42% of LMCG Investments's portfolio in Q2 2026, its #80 holding.
LMCG Investments first reported a position in American Tower in Q2 2013 and has held it in 25 quarters since.
1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.