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Appleton Partners’s American Tower AMT Stock Holding History

Appleton Partners’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 		$3.14M Sell
19,185
-636
-3% -$114K 0.19% 94
2026
Q1 		$3.42M Sell
19,821
-983
-5% -$177K 0.24% 89
2025
Q4 		$3.65M Sell
20,804
-822
-4% -$150K 0.24% 88
2025
Q3 		$4.16M Sell
21,626
-21
-0.1% -$4.38K 0.28% 82
2025
Q2 		$4.78M Sell
21,647
-987
-4% -$213K 0.34% 74
2025
Q1 		$4.92M Sell
22,634
-1,959
-8% -$384K 0.38% 73
2024
Q4 		$4.51M Sell
24,593
-127
-0.5% -$26.3K 0.33% 77
2024
Q3 		$5.75M Sell
24,720
-802
-3% -$178K 0.42% 76
2024
Q2 		$4.96M Sell
25,522
-753
-3% -$141K 0.38% 75
2024
Q1 		$5.19M Sell
26,275
-471
-2% -$93.8K 0.4% 75
2023
Q4 		$5.77M Sell
26,746
-5,530
-17% -$1.05M 0.47% 66
2023
Q3 		$5.31M Sell
32,276
-26,501
-45% -$4.84M 0.47% 67
2023
Q2 		$11.4M Sell
58,777
-3,076
-5% -$601K 0.96% 26
2023
Q1 		$12.6M Sell
61,853
-905
-1% -$190K 1.12% 20
2022
Q4 		$13.3M Buy
62,758
+379
+0.6% +$78.9K 1.26% 16
2022
Q3 		$13.4M Sell
62,379
-583
-0.9% -$150K 1.34% 15
2022
Q2 		$16.1M Buy
62,962
+694
+1% +$174K 1.52% 13
2022
Q1 		$15.6M Sell
62,268
-990
-2% -$242K 1.28% 15
2021
Q4 		$18.5M Buy
63,258
+892
+1% +$244K 1.39% 14
2021
Q3 		$16.6M Sell
62,366
-267
-0.4% -$76.1K 1.38% 15
2021
Q2 		$16.9M Sell
62,633
-866
-1% -$221K 1.44% 15
2021
Q1 		$15.2M Buy
63,499
+737
+1% +$164K 1.41% 14
2020
Q4 		$14.1M Buy
62,762
+361
+0.6% +$83.9K 1.39% 15
2020
Q3 		$15.1M Buy
62,401
+491
+0.8% +$124K 1.67% 12
2020
Q2 		$16M Sell
61,910
-945
-2% -$234K 1.92% 10
2020
Q1 		$13.7M Sell
62,855
-554
-0.9% -$129K 1.9% 11
2019
Q4 		$14.6M Sell
63,409
-2,952
-4% -$643K 1.6% 12
2019
Q3 		$14.7M Buy
66,361
+731
+1% +$160K 1.77% 11
2019
Q2 		$13.4M Sell
65,630
-241
-0.4% -$48.4K 1.66% 12
2019
Q1 		$13M Sell
65,871
-588
-0.9% -$103K 1.72% 11
2018
Q4 		$10.5M Buy
66,459
+584
+0.9% +$91.3K 1.57% 13
2018
Q3 		$9.57M Buy
65,875
+370
+0.6% +$54.3K 1.27% 16
2018
Q2 		$9.44M Sell
65,505
-190
-0.3% -$26.4K 1.35% 14
2018
Q1 		$9.55M Buy
65,695
+431
+0.7% +$60.7K 1.45% 13
2017
Q4 		$9.31M Buy
65,264
+450
+0.7% +$64.2K 1.44% 11
2017
Q3 		$8.86M Sell
64,814
-4,889
-7% -$681K 1.49% 10
2017
Q2 		$9.22M Buy
69,703
+2,848
+4% +$365K 1.55% 9
2017
Q1 		$8.13M Sell
66,855
-11,950
-15% -$1.31M 1.5% 12
2016
Q4 		$8.33M Sell
78,805
-5,019
-6% -$545K 1.68% 10
2016
Q3 		$9.5M Buy
83,824
+3,793
+5% +$434K 1.79% 10
2016
Q2 		$9.09M Sell
80,031
-571
-0.7% -$60.8K 1.86% 10
2016
Q1 		$8.25M Buy
80,602
+485
+0.6% +$45.3K 1.63% 14
2015
Q4 		$7.77M Buy
80,117
+5,923
+8% +$577K 1.53% 14
2015
Q3 		$6.53M Sell
74,194
-565
-0.8% -$53.2K 1.48% 19
2015
Q2 		$6.97M Sell
74,759
-695
-0.9% -$65.7K 1.56% 20
2015
Q1 		$7.1M Sell
75,454
-2,151
-3% -$209K 1.6% 19
2014
Q4 		$7.67M Sell
77,605
-1,330
-2% -$131K 1.76% 15
2014
Q3 		$7.39M Sell
78,935
-1,866
-2% -$178K 1.73% 13
2014
Q2 		$7.27M Sell
80,801
-1,745
-2% -$151K 1.7% 16
2014
Q1 		$6.76M Sell
82,546
-2,163
-3% -$176K 1.6% 19
2013
Q4 		$6.76M Sell
84,709
-208
-0.2% -$16.2K 1.62% 21
2013
Q3 		$6.29M Buy
84,917
+350
+0.4% +$25.3K 1.69% 18
2013
Q2 		$6.19M Buy
+84,567
New +$6.73M 1.78% 22

Other funds holding AMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Appleton Partners's AMT Position: Q2 2026 in Review

Appleton Partners reduced its American Tower (AMT) stake by 3.2% in Q2 2026, selling an estimated $114K and leaving 19,185 shares worth $3.14M. The position accounts for 0.19% of the portfolio, ranked #94.

Appleton Partners first reported a position in AMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.5M in Q4 2021. 724 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Appleton Partners held 19,185 shares of American Tower worth $3.14M as of Q2 2026.
  • Appleton Partners sold 636 American Tower shares in Q2 2026, an estimated $114K.
  • American Tower made up 0.19% of Appleton Partners's portfolio in Q2 2026, its #94 holding.
  • Appleton Partners first reported a position in American Tower in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's American Tower position peaked at $18.5M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.