Kurt F. Somerville’s American Tower AMT Stock Holding History

Kurt F. Somerville’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
2025 Q4	–	Sell	-1,205	Closed	-$232K	–	106
2025 Q3	$232K	Hold	1,205	–	–	0.04%	107
2025 Q2	$266K	Sell	1,205 -500	-29%	-$108K	0.04%	101
2025 Q1	$371K	Buy	+1,705	New	+$334K	0.06%	83
2022 Q3	–	Sell	-808	Closed	-$207K	–	115
2022 Q2	$207K	Hold	808	–	–	0.04%	113
2022 Q1	$203K	Hold	808	–	–	0.03%	121
2021 Q4	$236K	Buy	+808	New	+$221K	0.03%	124
2020 Q3	–	Sell	-1,050	Closed	-$271K	–	108
2020 Q2	$271K	Hold	1,050	–	–	0.05%	100
2020 Q1	$229K	Hold	1,050	–	–	0.05%	95
2019 Q4	$241K	Hold	1,050	–	–	0.05%	90
2019 Q3	$232K	Hold	1,050	–	–	0.05%	95
2019 Q2	$215K	Hold	1,050	–	–	0.04%	98
2019 Q1	$207K	Buy	+1,050	New	+$184K	0.04%	108
2016 Q1	–	Sell	-650	Closed	-$63K	–	113
2015 Q4	$63K	Sell	650 -250	-28%	-$24.4K	0.01%	123
2015 Q3	$79K	Buy	900 +650	+260%	+$61.2K	0.02%	124
2015 Q2	$23K	Buy	+250	New	+$23.6K	0.01%	135

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kurt F. Somerville's AMT Position: Q4 2025 in Review

Kurt F. Somerville sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,205 shares — an estimated $232K sold.

Kurt F. Somerville first reported a position in AMT in Q2 2015 and held it in 15 quarters. The position peaked at $371K in Q1 2025. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Kurt F. Somerville reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Kurt F. Somerville sold 1,205 American Tower shares in Q4 2025, an estimated $232K.
Kurt F. Somerville first reported a position in American Tower in Q2 2015 and held it in 15 quarters.
Kurt F. Somerville's American Tower position peaked at $371K in Q1 2025.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Kurt F. Somerville's 13F filing for Q4 2025, filed 17 Feb 2026.