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Dogwood Wealth Management’s American Tower AMT Stock Holding History

Dogwood 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 		$25.7K Buy
157
+42
+37% +$7.56K 0.01% 220
2026
Q1 		$19.8K Buy
115
+53
+85% +$9.54K 0.01% 247
2025
Q4 		$10.9K Buy
62
+36
+138% +$6.55K ﹤0.01% 285
2025
Q3 		$5K Sell
26
-39
-60% -$8.13K ﹤0.01% 398
2025
Q2 		$14.3K Buy
65
+49
+306% +$10.6K 0.01% 217
2025
Q1 		$3.48K Buy
+16
New +$3.14K ﹤0.01% 275
2024
Q3 		– Hold
0
– – – 238
2024
Q2 		– Hold
0
– – – 284
2024
Q1 		– Hold
0
– – – 286
2023
Q4 		– Hold
0
– – – 256

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Swedbank
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
PL
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Dogwood Wealth Management increased its American Tower (AMT) stake by 37% in Q2 2026, buying an estimated $7.56K and bringing the position to 157 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #220.

Dogwood Wealth Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Dogwood Wealth Management held 157 shares of American Tower worth $25.7K as of Q2 2026.
  • Dogwood Wealth Management bought 42 American Tower shares in Q2 2026, an estimated $7.56K.
  • American Tower made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Dogwood Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.