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GoalVest Advisory’s American Tower AMT Stock Holding History

GoalVest Advisory’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 		$29.4K Hold
180
– – 0.01% 267
2026
Q1 		$31.1K Hold
180
– – 0.01% 275
2025
Q4 		$31.6K Hold
180
– – 0.01% 289
2025
Q3 		$34.6K Hold
180
– – 0.01% 252
2025
Q2 		$39.8K Sell
180
-3
-2% -$648 0.01% 224
2025
Q1 		$39.8K Buy
183
+3
+2% +$589 0.01% 199
2024
Q4 		$33K Hold
180
– – 0.01% 210
2024
Q3 		$41.9K Hold
180
– – 0.01% 204
2024
Q2 		$35K Sell
180
-10
-5% -$1.87K 0.01% 195
2024
Q1 		$37.5K Sell
190
-20
-10% -$3.98K 0.01% 214
2023
Q4 		$45.3K Sell
210
-407
-66% -$76.9K 0.02% 143
2023
Q3 		$101K Buy
617
+105
+21% +$19.2K 0.05% 103
2023
Q2 		$99.3K Buy
512
+332
+184% +$64.9K 0.05% 97
2023
Q1 		$36.8K Hold
180
– – 0.02% 127
2022
Q4 		$38.1K Hold
180
– – 0.02% 121
2022
Q3 		$39K Hold
180
– – 0.03% 123
2022
Q2 		$46K Sell
180
-1,455
-89% -$365K 0.03% 169
2022
Q1 		$411K Buy
+1,635
New +$399K 0.23% 94
2021
Q2 		$387K Buy
1,431
+1,251
+695% +$319K 0.24% 95
2021
Q1 		$43K Hold
180
– – 0.03% 126
2020
Q4 		$40K Buy
+180
New +$41.8K 0.03% 128

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

GoalVest Advisory's AMT Position: Q2 2026 in Review

GoalVest Advisory held its American Tower (AMT) position steady in Q2 2026 at 180 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #267.

GoalVest Advisory first reported a position in AMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $411K in Q1 2022. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • GoalVest Advisory held 180 shares of American Tower worth $29.4K as of Q2 2026.
  • GoalVest Advisory left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #267 holding.
  • GoalVest Advisory first reported a position in American Tower in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's American Tower position peaked at $411K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.