OAM
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Oak Asset Management’s American Tower AMT Stock Holding History

Oak Asset 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 		$1.9M Sell
11,591
-336
-3% -$60.5K 0.61% 40
2026
Q1 		$2.06M Buy
11,927
+107
+0.9% +$19.3K 0.71% 39
2025
Q4 		$2.08M Sell
11,820
-2,432
-17% -$443K 0.71% 37
2025
Q3 		$2.74M Sell
14,252
-355
-2% -$74K 0.94% 30
2025
Q2 		$3.23M Sell
14,607
-5
-0% -$1.08K 1.16% 24
2025
Q1 		$3.18M Buy
14,612
+1,420
+11% +$279K 1.17% 26
2024
Q4 		$2.42M Sell
13,192
-180
-1% -$37.3K 0.9% 33
2024
Q3 		$3.11M Sell
13,372
-370
-3% -$82K 1.1% 30
2024
Q2 		$2.67M Buy
13,742
+781
+6% +$146K 0.98% 32
2024
Q1 		$2.56M Buy
12,961
+955
+8% +$190K 0.96% 33
2023
Q4 		$2.59M Sell
12,006
-2,374
-17% -$449K 1.03% 32
2023
Q3 		$2.36M Buy
14,380
+1,270
+10% +$232K 1.02% 34
2023
Q2 		$2.54M Buy
13,110
+644
+5% +$126K 1.05% 31
2023
Q1 		$2.55M Buy
12,466
+191
+2% +$40.1K 1.1% 31
2022
Q4 		$2.6M Buy
12,275
+1,186
+11% +$247K 1.17% 29
2022
Q3 		$2.38M Buy
+11,089
New +$2.85M 1.16% 27
2022
Q2 		– Sell
-10,242
Closed -$2.57M – 76
2022
Q1 		$2.57M Sell
10,242
-39
-0.4% -$9.52K 1.02% 34
2021
Q4 		$3.01M Buy
10,281
+115
+1% +$31.4K 1.15% 31
2021
Q3 		$2.72M Sell
10,166
-10
-0.1% -$2.85K 1.13% 34
2021
Q2 		$2.75M Sell
10,176
-6
-0.1% -$1.53K 1.16% 33
2021
Q1 		$2.43M Buy
10,182
+454
+5% +$101K 1.31% 32
2020
Q4 		$2.18M Buy
9,728
+3,340
+52% +$776K 1.06% 34
2020
Q3 		$1.51M Hold
6,388
– – 0.8% 40
2020
Q2 		$1.65M Sell
6,388
-7
-0.1% -$1.73K 0.98% 36
2020
Q1 		$1.39M Sell
6,395
-7
-0.1% -$1.63K 1.01% 34
2019
Q4 		$1.47M Sell
6,402
-95
-1% -$20.7K 0.82% 42
2019
Q3 		$1.44M Buy
6,497
+28
+0.4% +$6.11K 0.87% 37
2019
Q2 		$1.34M Hold
6,469
– – 0.83% 42
2019
Q1 		$1.27M Hold
6,469
– – 0.84% 40
2018
Q4 		$1.02M Hold
6,469
– – 0.76% 43
2018
Q3 		$940K Buy
6,469
+100
+2% +$14.7K 0.57% 48
2018
Q2 		$918K Buy
6,369
+773
+14% +$107K 0.63% 47
2018
Q1 		$813K Buy
+5,596
New +$788K 0.63% 46

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

Oak Asset Management's AMT Position: Q2 2026 in Review

Oak Asset Management reduced its American Tower (AMT) stake by 2.8% in Q2 2026, selling an estimated $60.5K and leaving 11,591 shares worth $1.9M. The position accounts for 0.61% of the portfolio, ranked #40.

Oak Asset Management first reported a position in AMT in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.23M in Q2 2025. 339 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Oak Asset Management held 11,591 shares of American Tower worth $1.9M as of Q2 2026.
  • Oak Asset Management sold 336 American Tower shares in Q2 2026, an estimated $60.5K.
  • American Tower made up 0.61% of Oak Asset Management's portfolio in Q2 2026, its #40 holding.
  • Oak Asset Management first reported a position in American Tower in Q1 2018 and has held it in 33 quarters since.
  • Oak Asset Management's American Tower position peaked at $3.23M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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