Aprio Wealth Management’s American Tower AMT Stock Holding History

Aprio Wealth Management’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	$1.13M	Buy	6,885 +1,713	+33%	+$308K	0.06%	215
2026 Q1	$893K	Buy	5,172 +2,262	+78%	+$407K	0.05%	232
2025 Q4	$511K	Sell	2,910 -261	-8%	-$47.5K	0.03%	315
2025 Q3	$610K	Buy	3,171 +1,016	+47%	+$212K	0.06%	189
2025 Q2	$476K	Buy	2,155 +574	+36%	+$124K	0.05%	194
2025 Q1	$344K	Sell	1,581 -309	-16%	-$60.6K	0.04%	243
2024 Q4	$347K	Sell	1,890 -437	-19%	-$90.5K	0.05%	185
2024 Q3	$541K	Buy	2,327 +390	+20%	+$86.5K	0.09%	120
2024 Q2	$376K	Buy	1,937 +90	+5%	+$16.8K	0.07%	134
2024 Q1	$365K	Buy	+1,847	New	+$368K	0.07%	125
2022 Q3	–	Sell	-993	Closed	-$254K	–	111
2022 Q2	$254K	Buy	+993	New	+$249K	0.1%	86
2020 Q4	$223K	Buy	+993	New	+$231K	0.15%	46

Other funds holding AMT

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

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

Aprio Wealth Management's AMT Position: Q2 2026 in Review

Aprio Wealth Management increased its American Tower (AMT) stake by 33% in Q2 2026, buying an estimated $308K and bringing the position to 6,885 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #215.

Aprio Wealth Management first reported a position in AMT in Q4 2020 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Aprio Wealth Management held 6,885 shares of American Tower worth $1.13M as of Q2 2026.
Aprio Wealth Management bought 1,713 American Tower shares in Q2 2026, an estimated $308K.
American Tower made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #215 holding.
Aprio Wealth Management first reported a position in American Tower in Q4 2020 and has held it in 12 quarters since.
724 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.