Lakeridge Wealth Management’s American Tower AMT Stock Holding History

Lakeridge Wealth Management’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	$293K	Sell	1,791 -300	-14%	-$54K	0.11%	149
2026 Q1	$361K	Sell	2,091 -1,951	-48%	-$351K	0.16%	119
2025 Q4	$710K	Sell	4,042 -911	-18%	-$166K	0.32%	65
2025 Q3	$953K	Sell	4,953 -427	-8%	-$89K	0.42%	42
2025 Q2	$1.19M	Sell	5,380 -316	-6%	-$68.2K	0.55%	34
2025 Q1	$1.24M	Buy	+5,696	New	+$1.12M	0.62%	32

Other funds holding AMT

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Lakeridge Wealth Management's AMT Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its American Tower (AMT) stake by 14% in Q2 2026, selling an estimated $54K and leaving 1,791 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #149.

Lakeridge Wealth Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2025. 238 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Lakeridge Wealth Management held 1,791 shares of American Tower worth $293K as of Q2 2026.
Lakeridge Wealth Management sold 300 American Tower shares in Q2 2026, an estimated $54K.
American Tower made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #149 holding.
Lakeridge Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
Lakeridge Wealth Management's American Tower position peaked at $1.24M in Q1 2025.
238 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.