MFG
AMT icon

Merit Financial Group’s American Tower AMT Stock Holding History

Merit 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 		$3.41M Buy
20,853
+7,848
+60% +$1.41M 0.02% 545
2026
Q1 		$2.24M Sell
13,005
-10,207
-44% -$1.84M 0.02% 629
2025
Q4 		$4.08M Buy
23,212
+8,758
+61% +$1.59M 0.03% 408
2025
Q3 		$2.78M Buy
14,454
+1,565
+12% +$326K 0.03% 463
2025
Q2 		$2.85M Buy
12,889
+4,703
+57% +$1.02M 0.03% 417
2025
Q1 		$1.78M Buy
8,186
+1,312
+19% +$257K 0.03% 465
2024
Q4 		$1.26M Buy
6,874
+4,459
+185% +$924K 0.02% 448
2024
Q3 		$562K Sell
2,415
-2,991
-55% -$663K 0.01% 534
2024
Q2 		$1.05M Buy
5,406
+348
+7% +$65K 0.02% 399
2024
Q1 		$919K Buy
5,058
+2,839
+128% +$565K 0.02% 425
2023
Q4 		$479K Buy
2,219
+186
+9% +$35.2K 0.01% 510
2023
Q3 		$334K Sell
2,033
-1,036
-34% -$189K 0.01% 555
2023
Q2 		$595K Buy
+3,069
New +$600K 0.02% 425

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

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

Merit Financial Group increased its American Tower (AMT) stake by 60% in Q2 2026, buying an estimated $1.41M and bringing the position to 20,853 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #545.

Merit Financial Group first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.08M in Q4 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Merit Financial Group held 20,853 shares of American Tower worth $3.41M as of Q2 2026.
  • Merit Financial Group bought 7,848 American Tower shares in Q2 2026, an estimated $1.41M.
  • American Tower made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #545 holding.
  • Merit Financial Group first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's American Tower position peaked at $4.08M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.