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Evernest Financial Advisors’s American Tower AMT Stock Holding History

Evernest 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 		$267K Buy
1,630
+212
+15% +$38.2K 0.06% 164
2026
Q1 		$249K Buy
1,418
+164
+13% +$29.5K 0.05% 164
2025
Q4 		$218K Sell
1,254
-343
-21% -$62.4K 0.05% 168
2025
Q3 		$307K Sell
1,597
-12
-0.7% -$2.5K 0.09% 148
2025
Q2 		$356K Buy
1,609
+40
+3% +$8.64K 0.12% 128
2025
Q1 		$341K Buy
1,569
+216
+16% +$42.4K 0.12% 122
2024
Q4 		$248K Sell
1,353
-238
-15% -$49.3K 0.06% 142
2024
Q3 		$370K Buy
1,591
+1
+0.1% +$222 0.1% 115
2024
Q2 		$309K Sell
1,590
-62
-4% -$11.6K 0.14% 102
2024
Q1 		$283K Sell
1,652
-231
-12% -$46K 0.13% 110
2023
Q4 		$407K Buy
+1,883
New +$356K 0.21% 96
2021
Q4 		$313K Buy
+1,607
New +$439K 0.16% 100

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Evernest Financial Advisors's AMT Position: Q2 2026 in Review

Evernest Financial Advisors increased its American Tower (AMT) stake by 15% in Q2 2026, buying an estimated $38.2K and bringing the position to 1,630 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #164.

Evernest Financial Advisors first reported a position in AMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $407K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Evernest Financial Advisors held 1,630 shares of American Tower worth $267K as of Q2 2026.
  • Evernest Financial Advisors bought 212 American Tower shares in Q2 2026, an estimated $38.2K.
  • American Tower made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #164 holding.
  • Evernest Financial Advisors first reported a position in American Tower in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's American Tower position peaked at $407K in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.