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HBK Sorce Advisory’s American Tower AMT Stock Holding History

HBK Sorce 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 		$351K Sell
2,091
-230
-10% -$41.4K 0.01% 465
2026
Q1 		$410K Buy
2,321
+318
+16% +$57.2K 0.01% 414
2025
Q4 		$343K Buy
2,003
+464
+30% +$84.4K 0.01% 450
2025
Q3 		$292K Sell
1,539
-22
-1% -$4.58K 0.01% 480
2025
Q2 		$345K Buy
1,561
+84
+6% +$18.1K 0.01% 425
2025
Q1 		$321K Sell
1,477
-306
-17% -$60K 0.01% 434
2024
Q4 		$327K Buy
1,783
+347
+24% +$71.9K 0.01% 431
2024
Q3 		$334K Sell
1,436
-98
-6% -$21.7K 0.01% 426
2024
Q2 		$298K Buy
1,534
+116
+8% +$21.7K 0.01% 441
2024
Q1 		$280K Buy
1,418
+34
+2% +$6.77K 0.01% 470
2023
Q4 		$299K Sell
1,384
-46
-3% -$8.69K 0.01% 423
2023
Q3 		$235K Buy
1,430
+295
+26% +$53.9K 0.01% 475
2023
Q2 		$220K Sell
1,135
-70
-6% -$13.7K 0.01% 519
2023
Q1 		$246K Buy
+1,205
New +$253K 0.01% 481

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's AMT Position: Q2 2026 in Review

HBK Sorce Advisory reduced its American Tower (AMT) stake by 9.9% in Q2 2026, selling an estimated $41.4K and leaving 2,091 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #465.

HBK Sorce Advisory first reported a position in AMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $410K in Q1 2026. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • HBK Sorce Advisory held 2,091 shares of American Tower worth $351K as of Q2 2026.
  • HBK Sorce Advisory sold 230 American Tower shares in Q2 2026, an estimated $41.4K.
  • American Tower made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #465 holding.
  • HBK Sorce Advisory first reported a position in American Tower in Q1 2023 and has held it in 14 quarters since.
  • HBK Sorce Advisory's American Tower position peaked at $410K in Q1 2026.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.