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Wallace Advisory Group’s American Tower AMT Stock Holding History

Wallace 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 		$294K Sell
1,800
-129
-7% -$23.2K 0.28% 95
2026
Q1 		$333K Buy
1,929
+49
+3% +$8.82K 0.36% 71
2025
Q4 		$330K Sell
1,880
-346
-16% -$63K 0.35% 79
2025
Q3 		$492K Sell
2,226
-588
-21% -$123K 0.4% 76
2025
Q2 		$612K Buy
2,814
+67
+2% +$14.5K 0.44% 59
2025
Q1 		$504K Sell
2,747
-3
-0.1% -$589 0.35% 82
2024
Q4 		$640K Sell
2,750
-8
-0.3% -$1.66K 0.44% 58
2024
Q3 		$536K Sell
2,758
-73
-3% -$16.2K 0.39% 62
2024
Q2 		$550K Buy
+2,831
New +$529K 0.4% 61

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

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

Wallace Advisory Group reduced its American Tower (AMT) stake by 6.7% in Q2 2026, selling an estimated $23.2K and leaving 1,800 shares worth $294K. The position accounts for 0.28% of the portfolio, ranked #95.

Wallace Advisory Group first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $640K in Q4 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wallace Advisory Group held 1,800 shares of American Tower worth $294K as of Q2 2026.
  • Wallace Advisory Group sold 129 American Tower shares in Q2 2026, an estimated $23.2K.
  • American Tower made up 0.28% of Wallace Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Wallace Advisory Group first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Wallace Advisory Group's American Tower position peaked at $640K in Q4 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.