Montecito Bank & Trust’s American Tower AMT Stock Holding History

Montecito Bank & Trust’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	$240K	Hold	1,470	–	–	0.04%	251
2026 Q1	$254K	Sell	1,470 -140	-9%	-$25.2K	0.04%	246
2025 Q4	$283K	Buy	1,610 +217	+16%	+$39.5K	0.05%	243
2025 Q3	$268K	Buy	+1,393	New	+$290K	0.04%	253
2025 Q1	$283K	Hold	1,301	–	–	0.05%	245
2024 Q4	$239K	Buy	1,301 +398	+44%	+$82.5K	0.04%	261
2024 Q3	$210K	Buy	+903	New	+$200K	0.04%	272

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Montecito Bank & Trust's AMT Position: Q2 2026 in Review

Montecito Bank & Trust held its American Tower (AMT) position steady in Q2 2026 at 1,470 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #251.

Montecito Bank & Trust first reported a position in AMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $283K in Q1 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Montecito Bank & Trust held 1,470 shares of American Tower worth $240K as of Q2 2026.
Montecito Bank & Trust left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #251 holding.
Montecito Bank & Trust first reported a position in American Tower in Q3 2024 and has held it in 7 quarters since.
Montecito Bank & Trust's American Tower position peaked at $283K in Q1 2025.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.