Independence Bank of Kentucky’s American Tower AMT Stock Holding History

Independence Bank of Kentucky’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	$388K	Sell	2,370 -958	-29%	-$172K	0.04%	231
2026 Q1	$574K	Sell	3,328 -1,117	-25%	-$201K	0.07%	196
2025 Q4	$780K	Sell	4,445 -615	-12%	-$112K	0.1%	170
2025 Q3	$973K	Buy	5,060 +119	+2%	+$24.8K	0.13%	146
2025 Q2	$1.09M	Sell	4,941 -401	-8%	-$86.6K	0.15%	130
2025 Q1	$1.16M	Sell	5,342 -1,382	-21%	-$271K	0.18%	112
2024 Q4	$1.23M	Sell	6,724 -317	-5%	-$65.7K	0.19%	109
2024 Q3	$1.64M	Sell	7,041 -1,101	-14%	-$244K	0.35%	73
2024 Q2	$1.58M	Buy	8,142 +193	+2%	+$36.1K	0.42%	60
2024 Q1	$1.57M	Buy	7,949 +1,859	+31%	+$370K	0.47%	57
2023 Q4	$1.31M	Buy	6,090 +1,719	+39%	+$325K	0.46%	58
2023 Q3	$719K	Buy	4,371 +3,251	+290%	+$594K	0.3%	77
2023 Q2	$217K	Buy	1,120 +479	+75%	+$93.6K	0.09%	161
2023 Q1	$131K	Sell	641 -5	-0.8%	-$1.05K	0.06%	195
2022 Q4	$137K	Buy	646 +5	+0.8%	+$1.04K	0.06%	189
2022 Q3	$138K	Hold	641	–	–	0.07%	168
2022 Q2	$164K	Sell	641 -150	-19%	-$37.6K	0.07%	160
2022 Q1	$199K	Sell	791 -25	-3%	-$6.1K	0.08%	164
2021 Q4	$239K	Sell	816 -200	-20%	-$54.6K	0.1%	147
2021 Q3	$270K	Sell	1,016 -10	-1%	-$2.85K	0.12%	135
2021 Q2	$277K	Hold	1,026	–	–	0.12%	132
2021 Q1	$245K	Buy	1,026 +34	+3%	+$7.57K	0.12%	133
2020 Q4	$223K	Sell	992 -50	-5%	-$11.6K	0.12%	138
2020 Q3	$252K	Buy	1,042 +5	+0.5%	+$1.27K	0.14%	122
2020 Q2	$268K	Sell	1,037 -73	-7%	-$18.1K	0.17%	108
2020 Q1	$242K	Buy	1,110 +205	+23%	+$47.7K	0.19%	108
2019 Q4	$208K	Hold	905	–	–	0.13%	125
2019 Q3	$200K	Sell	905 -515	-36%	-$112K	0.14%	122
2019 Q2	$290K	Hold	1,420	–	–	0.23%	90
2019 Q1	$280K	Buy	1,420 +80	+6%	+$14K	0.23%	87
2018 Q4	$212K	Sell	1,340 -630	-32%	-$98.5K	0.19%	97
2018 Q3	$286K	Buy	1,970 +20	+1%	+$2.93K	0.22%	94
2018 Q2	$281K	Buy	1,950 +50	+3%	+$6.95K	0.24%	91
2018 Q1	$276K	Buy	1,900 +450	+31%	+$63.4K	0.23%	95
2017 Q4	$207K	Buy	+1,450	New	+$207K	0.18%	107

Other funds holding AMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Independence Bank of Kentucky's AMT Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its American Tower (AMT) stake by 29% in Q2 2026, selling an estimated $172K and leaving 2,370 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #231.

Independence Bank of Kentucky first reported a position in AMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.64M in Q3 2024. 724 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Independence Bank of Kentucky held 2,370 shares of American Tower worth $388K as of Q2 2026.
Independence Bank of Kentucky sold 958 American Tower shares in Q2 2026, an estimated $172K.
American Tower made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #231 holding.
Independence Bank of Kentucky first reported a position in American Tower in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's American Tower position peaked at $1.64M in Q3 2024.
724 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.