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HHM Wealth Advisors’s American Tower AMT Stock Holding History

HHM 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 		$268K Sell
1,641
-19
-1% -$3.42K 0.03% 180
2026
Q1 		$286K Buy
1,660
+78
+5% +$14K 0.03% 160
2025
Q4 		$278K Sell
1,582
-718
-31% -$131K 0.03% 163
2025
Q3 		$442K Sell
2,300
-301
-12% -$62.7K 0.05% 126
2025
Q2 		$575K Sell
2,601
-17
-0.6% -$3.67K 0.07% 107
2025
Q1 		$570K Hold
2,618
– – 0.08% 96
2024
Q4 		$480K Buy
2,618
+2,050
+361% +$425K 0.07% 108
2024
Q3 		$132K Buy
568
+17
+3% +$3.77K 0.02% 222
2024
Q2 		$107K Sell
551
-364
-40% -$68K 0.02% 238
2024
Q1 		$181K Hold
915
– – 0.03% 156
2023
Q4 		$198K Hold
915
– – 0.03% 142
2023
Q3 		$150K Buy
915
+337
+58% +$61.6K 0.03% 155
2023
Q2 		$112K Sell
578
-334
-37% -$65.3K 0.02% 195
2023
Q1 		$186K Buy
912
+14
+2% +$2.94K 0.04% 134
2022
Q4 		$190K Buy
898
+77
+9% +$16K 0.04% 122
2022
Q3 		$176K Sell
821
-577
-41% -$148K 0.05% 117
2022
Q2 		$357K Sell
1,398
-28
-2% -$7.03K 0.09% 79
2022
Q1 		$358K Buy
1,426
+417
+41% +$102K 0.08% 92
2021
Q4 		$295K Hold
1,009
– – 0.07% 104
2021
Q3 		$268K Hold
1,009
– – 0.07% 103
2021
Q2 		$272K Buy
1,009
+22
+2% +$5.61K 0.07% 105
2021
Q1 		$236K Hold
987
– – 0.07% 101
2020
Q4 		$222K Hold
987
– – 0.08% 98
2020
Q3 		$239K Sell
987
-12
-1% -$3.04K 0.1% 76
2020
Q2 		$258K Sell
999
-76
-7% -$18.8K 0.11% 72
2020
Q1 		$234K Buy
+1,075
New +$250K 0.11% 69

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HHM Wealth Advisors reduced its American Tower (AMT) stake by 1.1% in Q2 2026, selling an estimated $3.42K and leaving 1,641 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #180.

HHM Wealth Advisors first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $575K in Q2 2025. 486 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • HHM Wealth Advisors held 1,641 shares of American Tower worth $268K as of Q2 2026.
  • HHM Wealth Advisors sold 19 American Tower shares in Q2 2026, an estimated $3.42K.
  • American Tower made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • HHM Wealth Advisors first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's American Tower position peaked at $575K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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