LAM
Lummis Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Hold |
15,032
| – | – | 2.14% | 14 |
|
|
2025
Q1 | $3.29M | Buy |
15,032
+3,020
| +25% | +$662K | 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% | -$597K | 3.18% | 7 |
|
|
2023
Q4 | $3.25M | Buy |
+15,032
| New | +$3.25M | 2.48% | 9 |
|