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Laurel Oak Wealth Management’s American Tower AMT Stock Holding History

Laurel Oak 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 		$502K Sell
3,072
-233
-7% -$41.9K 0.07% 203
2026
Q1 		$570K Buy
3,305
+992
+43% +$178K 0.1% 171
2025
Q4 		$406K Buy
+2,313
New +$421K 0.07% 221

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Laurel Oak Wealth Management's AMT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its American Tower (AMT) stake by 7% in Q2 2026, selling an estimated $41.9K and leaving 3,072 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #203.

Laurel Oak Wealth Management first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Laurel Oak Wealth Management held 3,072 shares of American Tower worth $502K as of Q2 2026.
  • Laurel Oak Wealth Management sold 233 American Tower shares in Q2 2026, an estimated $41.9K.
  • American Tower made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Laurel Oak Wealth Management first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's American Tower position peaked at $570K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.