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Sargent Investment Group’s American Tower AMT Stock Holding History

Sargent Investment 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 		$329K Buy
2,011
+5
+0.2% +$900 0.04% 206
2026
Q1 		$346K Buy
2,006
+223
+13% +$40.1K 0.05% 189
2025
Q4 		$313K Buy
+1,783
New +$324K 0.04% 201
2025
Q3 		– Sell
-4,187
Closed -$875K – 129
2025
Q2 		$875K Buy
4,187
+2,770
+195% +$598K 0.12% 112
2025
Q1 		$308K Sell
1,417
-189
-12% -$37.1K 0.05% 183
2024
Q4 		$284K Buy
1,606
+31
+2% +$6.42K 0.05% 194
2024
Q3 		$366K Buy
1,575
+16
+1% +$3.55K 0.07% 144
2024
Q2 		$303K Buy
1,559
+14
+0.9% +$2.62K 0.06% 162
2024
Q1 		$305K Sell
1,545
-94
-6% -$18.7K 0.07% 158
2023
Q4 		$354K Buy
1,639
+133
+9% +$25.1K 0.08% 149
2023
Q3 		$248K Buy
+1,506
New +$275K 0.06% 173
2023
Q2 		– Sell
-1,111
Closed -$223K – 202
2023
Q1 		$223K Buy
1,111
+31
+3% +$6.5K 0.06% 174
2022
Q4 		$229K Hold
1,080
– – 0.07% 164
2022
Q3 		$219K Hold
1,080
– – 0.07% 163
2022
Q2 		$276K Hold
1,080
– – 0.09% 147
2022
Q1 		$271K Hold
1,080
– – 0.07% 157
2021
Q4 		$316K Sell
1,080
-35
-3% -$9.56K 0.07% 149
2021
Q3 		$296K Buy
1,115
+350
+46% +$99.8K 0.07% 152
2021
Q2 		$207K Buy
+765
New +$195K 0.05% 186

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

Sargent Investment Group's AMT Position: Q2 2026 in Review

Sargent Investment Group increased its American Tower (AMT) stake by 0.25% in Q2 2026, buying an estimated $900 and bringing the position to 2,011 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #206.

Sargent Investment Group first reported a position in AMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $875K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sargent Investment Group held 2,011 shares of American Tower worth $329K as of Q2 2026.
  • Sargent Investment Group bought 5 American Tower shares in Q2 2026, an estimated $900.
  • American Tower made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #206 holding.
  • Sargent Investment Group first reported a position in American Tower in Q2 2021 and has held it in 19 quarters since.
  • Sargent Investment Group's American Tower position peaked at $875K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.