Atwood & Palmer’s American Tower AMT Stock Holding History

Atwood & Palmer’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	$24.5K	Hold	150	–	–	﹤0.01%	308
2026 Q1	$25.9K	Hold	150	–	–	﹤0.01%	304
2025 Q4	$26.3K	Hold	150	–	–	﹤0.01%	298
2025 Q3	$28.8K	Sell	150 -214	-59%	-$44.6K	﹤0.01%	296
2025 Q2	$80.5K	Sell	364 -189	-34%	-$40.8K	0.01%	209
2025 Q1	$120K	Buy	553 +100	+22%	+$19.6K	0.01%	174
2024 Q4	$83.1K	Hold	453	–	–	0.01%	192
2024 Q3	$105K	Hold	453	–	–	0.01%	180
2024 Q2	$88.1K	Hold	453	–	–	0.01%	193
2024 Q1	$89.5K	Hold	453	–	–	0.01%	190
2023 Q4	$97.8K	Sell	453 -13	-3%	-$2.46K	0.01%	188
2023 Q3	$76.6K	Hold	466	–	–	0.01%	186
2023 Q2	$90.4K	Buy	466 +13	+3%	+$2.54K	0.01%	193
2023 Q1	$92.6K	Hold	453	–	–	0.01%	180
2022 Q4	$96K	Hold	453	–	–	0.01%	182
2022 Q3	$97K	Sell	453 -190	-30%	-$48.8K	0.01%	171
2022 Q2	$164K	Sell	643 -250	-28%	-$62.7K	0.02%	146
2022 Q1	$225K	Buy	893 +83	+10%	+$20.3K	0.02%	137
2021 Q4	$237K	Hold	810	–	–	0.02%	141
2021 Q3	$215K	Hold	810	–	–	0.02%	140
2021 Q2	$219K	Buy	810 +190	+31%	+$48.4K	0.02%	139
2021 Q1	$148K	Hold	620	–	–	0.01%	157
2020 Q4	$139K	Hold	620	–	–	0.01%	157
2020 Q3	$150K	Hold	620	–	–	0.02%	142
2020 Q2	$160K	Hold	620	–	–	0.02%	134
2020 Q1	$135K	Buy	620 +150	+32%	+$34.9K	0.02%	134
2019 Q4	$108K	Hold	470	–	–	0.01%	156
2019 Q3	$104K	Hold	470	–	–	0.01%	159
2019 Q2	$96K	Hold	470	–	–	0.01%	155
2019 Q1	$93K	Hold	470	–	–	0.01%	153
2018 Q4	$74K	Buy	470 +70	+18%	+$10.9K	0.01%	162
2018 Q3	$58K	Hold	400	–	–	0.01%	175
2018 Q2	$58K	Hold	400	–	–	0.01%	176
2018 Q1	$58K	Hold	400	–	–	0.01%	175
2017 Q4	$57K	Hold	400	–	–	0.01%	177
2017 Q3	$55K	Hold	400	–	–	0.01%	178
2017 Q2	$53K	Hold	400	–	–	0.01%	182
2017 Q1	$49K	Hold	400	–	–	0.01%	179
2016 Q4	$42K	Hold	400	–	–	0.01%	180
2016 Q3	$45K	Hold	400	–	–	0.01%	177
2016 Q2	$45K	Hold	400	–	–	0.01%	176
2016 Q1	$41K	Hold	400	–	–	0.01%	184
2015 Q4	$39K	Hold	400	–	–	0.01%	220
2015 Q3	$35K	Hold	400	–	–	0.01%	217
2015 Q2	$37K	Hold	400	–	–	0.01%	205
2015 Q1	$38K	Hold	400	–	–	0.01%	200
2014 Q4	$40K	Hold	400	–	–	0.01%	206
2014 Q3	$37K	Hold	400	–	–	0.01%	219
2014 Q2	$36K	Buy	+400	New	+$34.6K	0.01%	204

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Atwood & Palmer's AMT Position: Q2 2026 in Review

Atwood & Palmer held its American Tower (AMT) position steady in Q2 2026 at 150 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Atwood & Palmer first reported a position in AMT in Q2 2014 and has held it in 49 quarters since. The position peaked at $237K in Q4 2021. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Atwood & Palmer held 150 shares of American Tower worth $24.5K as of Q2 2026.
Atwood & Palmer left its American Tower share count unchanged in Q2 2026.
American Tower made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #308 holding.
Atwood & Palmer first reported a position in American Tower in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's American Tower position peaked at $237K in Q4 2021.
264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.