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Montag & Associates’s American Tower AMT Stock Holding History

Montag & Associates’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 		$184K Buy
1,069
+196
+22% +$35.3K 0.01% 433
2025
Q4 		$154K Buy
873
+223
+34% +$40.6K 0.01% 448
2025
Q3 		$126K Hold
650
– – 0.01% 458
2025
Q2 		$145K Buy
650
+202
+45% +$43.6K 0.01% 436
2025
Q1 		$97.6K Buy
448
+5
+1% +$981 ﹤0.01% 502
2024
Q4 		$82K Sell
443
-12,125
-96% -$2.51M ﹤0.01% 532
2024
Q3 		$2.92M Buy
12,568
+12,125
+2,737% +$2.69M 0.14% 147
2024
Q2 		$86.8K Buy
443
+1
+0.2% +$187 ﹤0.01% 509
2024
Q1 		$87.3K Buy
442
+233
+111% +$46.4K ﹤0.01% 503
2023
Q4 		$45.5K Buy
209
+75
+56% +$14.2K ﹤0.01% 594
2023
Q3 		$22K Hold
134
– – ﹤0.01% 659
2023
Q2 		$26.2K Hold
134
– – ﹤0.01% 649
2023
Q1 		$27.4K Sell
134
-30
-18% -$6.29K ﹤0.01% 637
2022
Q4 		$35K Sell
164
-36
-18% -$7.49K ﹤0.01% 599
2022
Q3 		$43K Hold
200
– – ﹤0.01% 561
2022
Q2 		$51K Sell
200
-35
-15% -$8.78K ﹤0.01% 524
2022
Q1 		$59K Hold
235
– – ﹤0.01% 532
2021
Q4 		$69K Buy
235
+35
+18% +$9.56K ﹤0.01% 530
2021
Q3 		$53K Buy
200
+70
+54% +$20K ﹤0.01% 555
2021
Q2 		$35K Hold
130
– – ﹤0.01% 592
2021
Q1 		$31K Hold
130
– – ﹤0.01% 613
2020
Q4 		$29K Buy
+130
New +$30.2K ﹤0.01% 595

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Montag & Associates's AMT Position: Q1 2026 in Review

Montag & Associates increased its American Tower (AMT) stake by 22% in Q1 2026, buying an estimated $35.3K and bringing the position to 1,069 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #433.

Montag & Associates first reported a position in AMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Montag & Associates held 1,069 shares of American Tower worth $184K as of Q1 2026.
  • Montag & Associates bought 196 American Tower shares in Q1 2026, an estimated $35.3K.
  • American Tower made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #433 holding.
  • Montag & Associates first reported a position in American Tower in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's American Tower position peaked at $2.92M in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.