FSM Wealth Advisors’s American Tower AMT Stock Holding History

FSM Wealth 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	$527K	Sell	3,221 -339	-10%	-$61K	0.06%	178
2026 Q1	$614K	Buy	3,560 +56	+2%	+$10.1K	0.08%	141
2025 Q4	$615K	Sell	3,504 -2,288	-40%	-$416K	0.08%	139
2025 Q3	$1.11M	Sell	5,792 -31	-0.5%	-$6.46K	0.16%	88
2025 Q2	$1.28M	Buy	5,823 +1,459	+33%	+$315K	0.21%	70
2025 Q1	$950K	Buy	4,364 +82	+2%	+$16.1K	0.21%	65
2024 Q4	$814K	Sell	4,282 -108	-2%	-$22.4K	0.2%	71
2024 Q3	$1.02M	Sell	4,390 -172	-4%	-$38.1K	0.27%	58
2024 Q2	$887K	Buy	4,562 +14	+0.3%	+$2.62K	0.3%	55
2024 Q1	$899K	Buy	4,548 +114	+3%	+$22.7K	0.32%	56
2023 Q4	$957K	Buy	4,434 +42	+1%	+$7.94K	0.41%	48
2023 Q3	$722K	Sell	4,392 -3	-0.1%	-$548	0.36%	54
2023 Q2	$855K	Sell	4,395 -35	-0.8%	-$6.84K	0.43%	47
2023 Q1	$905K	Sell	4,430 -629	-12%	-$132K	0.53%	43
2022 Q4	$1.07M	Sell	5,059 -125	-2%	-$26K	0.76%	35
2022 Q3	$1.11M	Buy	5,184 +104	+2%	+$26.7K	0.92%	32
2022 Q2	$1.39M	Buy	+5,080	New	+$1.27M	1.37%	26

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

FSM Wealth Advisors's AMT Position: Q2 2026 in Review

FSM Wealth Advisors reduced its American Tower (AMT) stake by 9.5% in Q2 2026, selling an estimated $61K and leaving 3,221 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #178.

FSM Wealth Advisors first reported a position in AMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2022. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

FSM Wealth Advisors held 3,221 shares of American Tower worth $527K as of Q2 2026.
FSM Wealth Advisors sold 339 American Tower shares in Q2 2026, an estimated $61K.
American Tower made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #178 holding.
FSM Wealth Advisors first reported a position in American Tower in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's American Tower position peaked at $1.39M in Q2 2022.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.