Lummis Asset Management’s American Tower AMT Stock Holding History

Lummis Asset Management’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	$2.62M	Hold	15,032	–	–	1.57%	21
2025 Q4	$2.64M	Hold	15,032	–	–	1.62%	22
2025 Q3	$2.89M	Hold	15,032	–	–	1.9%	18
2025 Q2	$3.28M	Hold	15,032	–	–	2.14%	14
2025 Q1	$3.29M	Buy	15,032 +3,020	+25%	+$592K	2.29%	11
2024 Q4	$2.2M	Hold	12,012	–	–	2.79%	9
2024 Q3	$2.79M	Hold	12,012	–	–	3.26%	8
2024 Q2	$2.33M	Hold	12,012	–	–	3.08%	7
2024 Q1	$2.37M	Sell	12,012 -3,020	-20%	-$602K	3.18%	7
2023 Q4	$3.25M	Buy	+15,032	New	+$2.84M	2.48%	9

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

Lummis Asset Management's AMT Position: Q1 2026 in Review

Lummis Asset Management held its American Tower (AMT) position steady in Q1 2026 at 15,032 shares worth $2.62M. The position accounts for 1.57% of the portfolio, ranked #21.

Lummis Asset Management first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.29M in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Lummis Asset Management held 15,032 shares of American Tower worth $2.62M as of Q1 2026.
Lummis Asset Management left its American Tower share count unchanged in Q1 2026.
American Tower made up 1.57% of Lummis Asset Management's portfolio in Q1 2026, its #21 holding.
Lummis Asset Management first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's American Tower position peaked at $3.29M in Q1 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.