LAM
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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
Q2 		$2.49M Hold
15,032
– – 1.49% 23
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
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 $3.37T AUM 44.26% 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

Lummis Asset Management's AMT Position: Q2 2026 in Review

Lummis Asset Management held its American Tower (AMT) position steady in Q2 2026 at 15,032 shares worth $2.49M. The position accounts for 1.49% of the portfolio, ranked #23.

Lummis Asset Management first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Lummis Asset Management held 15,032 shares of American Tower worth $2.49M as of Q2 2026.
  • Lummis Asset Management left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 1.49% of Lummis Asset Management's portfolio in Q2 2026, its #23 holding.
  • Lummis Asset Management first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's American Tower position peaked at $3.29M in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.