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Independent Financial Group’s American Tower AMT Stock Holding History

Independent Financial Group’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 		$280K Sell
1,709
-130
-7% -$23.4K 0.01% 1286
2026
Q1 		$317K Buy
1,839
+405
+28% +$72.9K 0.01% 1129
2025
Q4 		$252K Sell
1,434
-448
-24% -$81.5K 0.01% 1237
2025
Q3 		$362K Buy
1,882
+12
+0.6% +$2.5K 0.01% 994
2025
Q2 		$413K Sell
1,870
-176
-9% -$38K 0.01% 865
2025
Q1 		$445K Sell
2,046
-46
-2% -$9.02K 0.02% 755
2024
Q4 		$384K Sell
2,092
-508
-20% -$105K 0.01% 797
2024
Q3 		$605K Sell
2,600
-2,005
-44% -$445K 0.02% 588
2024
Q2 		$895K Buy
4,605
+2,229
+94% +$417K 0.04% 430
2024
Q1 		$469K Buy
2,376
+47
+2% +$9.36K 0.02% 603
2023
Q4 		$503K Sell
2,329
-171
-7% -$32.3K 0.03% 553
2023
Q3 		$411K Sell
2,500
-347
-12% -$63.4K 0.03% 558
2023
Q2 		$552K Buy
2,847
+356
+14% +$69.6K 0.04% 459
2023
Q1 		$509K Buy
2,491
+66
+3% +$13.8K 0.04% 452
2022
Q4 		$514K Buy
2,425
+98
+4% +$20.4K 0.04% 417
2022
Q3 		$500K Buy
2,327
+349
+18% +$89.7K 0.05% 397
2022
Q2 		$506K Sell
1,978
-91
-4% -$22.8K 0.05% 383
2022
Q1 		$520K Sell
2,069
-13
-0.6% -$3.17K 0.04% 420
2021
Q4 		$609K Buy
2,082
+11
+0.5% +$3K 0.05% 372
2021
Q3 		$550K Buy
2,071
+276
+15% +$78.7K 0.06% 341
2021
Q2 		$485K Sell
1,795
-112
-6% -$28.5K 0.05% 377
2021
Q1 		$456K Sell
1,907
-339
-15% -$75.5K 0.06% 356
2020
Q4 		$504K Buy
2,246
+45
+2% +$10.5K 0.07% 305
2020
Q3 		$532K Buy
2,201
+175
+9% +$44.4K 0.1% 224
2020
Q2 		$524K Sell
2,026
-72
-3% -$17.8K 0.12% 217
2020
Q1 		$457K Buy
+2,098
New +$488K 0.13% 184

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 $3.37T AUM 44.26% 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

Independent Financial Group's AMT Position: Q2 2026 in Review

Independent Financial Group reduced its American Tower (AMT) stake by 7.1% in Q2 2026, selling an estimated $23.4K and leaving 1,709 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1286.

Independent Financial Group first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $895K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Independent Financial Group held 1,709 shares of American Tower worth $280K as of Q2 2026.
  • Independent Financial Group sold 130 American Tower shares in Q2 2026, an estimated $23.4K.
  • American Tower made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1286 holding.
  • Independent Financial Group first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's American Tower position peaked at $895K in Q2 2024.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.