LPL Financial’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$141M Buy
863,324
+14,132
+2% +$2.54M 0.03% 513
2026
Q1
$147M Buy
849,192
+314,393
+59% +$56.6M 0.04% 434
2025
Q4
$93.9M Sell
534,799
-27,708
-5% -$5.04M 0.03% 572
2025
Q3
$108M Buy
562,507
+123,161
+28% +$25.7M 0.03% 491
2025
Q2
$97.1M Buy
439,346
+43,890
+11% +$9.48M 0.03% 491
2025
Q1
$86.1M Buy
395,456
+26,957
+7% +$5.29M 0.03% 473
2024
Q4
$67.6M Buy
368,499
+12,271
+3% +$2.54M 0.03% 521
2024
Q3
$82.8M Buy
356,228
+15,772
+5% +$3.5M 0.04% 439
2024
Q2
$66.2M Buy
340,456
+4,941
+1% +$924K 0.03% 474
2024
Q1
$66.3M Buy
335,515
+9,950
+3% +$1.98M 0.04% 448
2023
Q4
$70.3M Buy
325,565
+21,650
+7% +$4.09M 0.04% 392
2023
Q3
$50M Buy
303,915
+30,632
+11% +$5.6M 0.04% 456
2023
Q2
$53M Buy
273,283
+27,342
+11% +$5.35M 0.04% 421
2023
Q1
$50.3M Buy
245,941
+14,772
+6% +$3.1M 0.04% 409
2022
Q4
$49M Buy
231,169
+1,666
+0.7% +$347K 0.04% 402
2022
Q3
$49.3M Buy
229,503
+7,262
+3% +$1.87M 0.05% 345
2022
Q2
$56.8M Buy
222,241
+34,502
+18% +$8.66M 0.05% 320
2022
Q1
$47.2M Buy
187,739
+4,781
+3% +$1.17M 0.04% 374
2021
Q4
$53.5M Buy
182,958
+10,804
+6% +$2.95M 0.04% 351
2021
Q3
$45.7M Buy
172,154
+19,784
+13% +$5.64M 0.04% 361
2021
Q2
$41.2M Buy
152,370
+19,873
+15% +$5.06M 0.04% 374
2021
Q1
$31.7M Buy
132,497
+4,603
+4% +$1.03M 0.04% 392
2020
Q4
$28.7M Buy
127,894
+7,551
+6% +$1.76M 0.04% 367
2020
Q3
$29.1M Buy
120,343
+9,119
+8% +$2.31M 0.05% 320
2020
Q2
$28.8M Buy
111,224
+19,237
+21% +$4.76M 0.05% 287
2020
Q1
$20M Buy
91,987
+12,526
+16% +$2.92M 0.04% 314
2019
Q4
$18.3M Sell
79,461
-6,007
-7% -$1.31M 0.03% 384
2019
Q3
$18.9M Buy
85,468
+8,818
+12% +$1.92M 0.04% 349
2019
Q2
$15.7M Buy
76,650
+22,403
+41% +$4.5M 0.03% 384
2019
Q1
$10.7M Sell
54,247
-459
-0.8% -$80.5K 0.02% 469
2018
Q4
$8.65M Buy
54,706
+7,242
+15% +$1.13M 0.02% 497
2018
Q3
$6.9M Buy
47,464
+631
+1% +$92.5K 0.02% 615
2018
Q2
$6.75M Buy
46,833
+1,877
+4% +$261K 0.02% 600
2018
Q1
$6.53M Buy
44,956
+8,209
+22% +$1.16M 0.02% 588
2017
Q4
$5.24M Buy
36,747
+3,354
+10% +$479K 0.02% 646
2017
Q3
$4.56M Buy
33,393
+7,351
+28% +$1.02M 0.02% 631
2017
Q2
$3.45M Buy
26,042
+12,905
+98% +$1.65M 0.01% 695
2017
Q1
$1.59M Sell
13,137
-11,068
-46% -$1.22M 0.01% 964
2016
Q4
$2.57M Sell
24,205
-10,359
-30% -$1.13M 0.02% 672
2016
Q3
$3.83M Buy
34,564
+910
+3% +$104K 0.04% 480
2016
Q2
$3.79M Sell
33,654
-30,732
-48% -$3.27M 0.03% 469
2016
Q1
$6.69M Sell
64,386
-15,916
-20% -$1.49M 0.02% 587
2015
Q4
$7.92M Buy
80,302
+14,422
+22% +$1.41M 0.02% 521
2015
Q3
$6.15M Sell
65,880
-2,469
-4% -$232K 0.03% 404
2015
Q2
$6.49M Sell
68,349
-2,754
-4% -$261K 0.03% 420
2015
Q1
$6.86M Sell
71,103
-1,277
-2% -$124K 0.04% 406
2014
Q4
$7.16M Buy
72,380
+7,929
+12% +$779K 0.04% 370
2014
Q3
$6.02M Buy
64,451
+8,661
+16% +$824K 0.04% 392
2014
Q2
$5.02M Sell
55,790
-83,737
-60% -$7.24M 0.03% 469
2014
Q1
$11.4M Sell
139,527
-9,120
-6% -$743K 0.07% 246
2013
Q4
$11.9M Buy
148,647
+11,023
+8% +$856K 0.07% 235
2013
Q3
$10.3M Buy
137,624
+2,937
+2% +$212K 0.07% 257
2013
Q2
$9.86M Buy
+134,687
New +$10.7M 0.07% 231

Other funds holding AMT

LPL Financial's AMT Position: Q2 2026 in Review

LPL Financial increased its American Tower (AMT) stake by 1.7% in Q2 2026, buying an estimated $2.54M and bringing the position to 863,324 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #513.

LPL Financial first reported a position in AMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $147M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • LPL Financial held 863,324 shares of American Tower worth $141M as of Q2 2026.
  • LPL Financial bought 14,132 American Tower shares in Q2 2026, an estimated $2.54M.
  • American Tower made up 0.03% of LPL Financial's portfolio in Q2 2026, its #513 holding.
  • LPL Financial first reported a position in American Tower in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's American Tower position peaked at $147M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.