Colton Groome Financial Advisors’s American Tower AMT Stock Holding History

Colton Groome Financial Advisors’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	$1M	Buy	6,143 +81	+1%	+$14.6K	0.24%	61
2026 Q1	$1.05M	Buy	6,062 +807	+15%	+$145K	0.3%	56
2025 Q4	$923K	Sell	5,255 -1,122	-18%	-$204K	0.26%	56
2025 Q3	$1.23M	Buy	6,377 +285	+5%	+$59.4K	0.38%	49
2025 Q2	$1.35M	Buy	6,092 +90	+1%	+$19.4K	0.46%	44
2025 Q1	$1.35M	Buy	6,002 +155	+3%	+$30.4K	0.53%	35
2024 Q4	$1.07M	Sell	5,847 -1,420	-20%	-$294K	0.41%	45
2024 Q3	$1.69M	Buy	7,267 +1,010	+16%	+$224K	0.63%	36
2024 Q2	$1.22M	Buy	+6,257	New	+$1.17M	0.48%	42

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Colton Groome Financial Advisors's AMT Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its American Tower (AMT) stake by 1.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,143 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #61.

Colton Groome Financial Advisors first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2024. 382 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Colton Groome Financial Advisors held 6,143 shares of American Tower worth $1M as of Q2 2026.
Colton Groome Financial Advisors bought 81 American Tower shares in Q2 2026, an estimated $14.6K.
American Tower made up 0.24% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #61 holding.
Colton Groome Financial Advisors first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
Colton Groome Financial Advisors's American Tower position peaked at $1.69M in Q3 2024.
382 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.