Paladin Advisory Group’s American Tower AMT Stock Holding History

Paladin Advisory Group’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	$149K	Hold	911	–	–	0.1%	100
2026 Q1	$157K	Sell	911 -326	-26%	-$58.7K	0.12%	98
2025 Q4	$217K	Buy	1,237 +82	+7%	+$14.9K	0.16%	78
2025 Q3	$222K	Sell	1,155 -615	-35%	-$128K	0.17%	73
2025 Q2	$391K	Sell	1,770 -530	-23%	-$114K	0.3%	59
2025 Q1	$500K	Hold	2,300	–	–	0.4%	47
2024 Q4	$422K	Hold	2,300	–	–	0.32%	54
2024 Q3	$535K	Hold	2,300	–	–	0.39%	47
2024 Q2	$446K	Hold	2,300	–	–	0.35%	54
2024 Q1	$444K	Sell	2,300 -104	-4%	-$20.7K	0.35%	53
2023 Q4	$519K	Sell	2,404 -172	-7%	-$32.5K	0.43%	45
2023 Q3	$424K	Hold	2,576	–	–	0.36%	53
2023 Q2	$500K	Hold	2,576	–	–	0.4%	48
2023 Q1	$526K	Buy	+2,576	New	+$540K	0.44%	47
2022 Q2	–	Sell	-2,576	Closed	-$646K	–	296
2022 Q1	$661K	Buy	+2,576	New	+$629K	0.54%	47

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Paladin Advisory Group's AMT Position: Q2 2026 in Review

Paladin Advisory Group held its American Tower (AMT) position steady in Q2 2026 at 911 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #100.

Paladin Advisory Group first reported a position in AMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $661K in Q1 2022. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Paladin Advisory Group held 911 shares of American Tower worth $149K as of Q2 2026.
Paladin Advisory Group left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.1% of Paladin Advisory Group's portfolio in Q2 2026, its #100 holding.
Paladin Advisory Group first reported a position in American Tower in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's American Tower position peaked at $661K in Q1 2022.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.