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Peak Financial Advisors’s American Tower AMT Stock Holding History

Peak Financial Advisors’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 		$398K Sell
2,434
-4
-0.2% -$720 0.16% 67
2026
Q1 		$421K Buy
2,438
+33
+1% +$5.94K 0.19% 63
2025
Q4 		$422K Buy
2,405
+31
+1% +$5.64K 0.19% 79
2025
Q3 		$457K Buy
2,374
+77
+3% +$16K 0.22% 76
2025
Q2 		$508K Buy
2,297
+15
+0.7% +$3.24K 0.26% 53
2025
Q1 		$497K Hold
2,282
– – 0.25% 56
2024
Q4 		$419K Sell
2,282
-36
-2% -$7.46K 0.22% 65
2024
Q3 		$539K Sell
2,318
-100
-4% -$22.2K 0.28% 51
2024
Q2 		$470K Sell
2,418
-6
-0.2% -$1.12K 0.27% 52
2024
Q1 		$479K Buy
2,424
+34
+1% +$6.77K 0.29% 47
2023
Q4 		$516K Buy
2,390
+416
+21% +$78.6K 0.34% 45
2023
Q3 		$325K Buy
1,974
+165
+9% +$30.1K 0.35% 35
2023
Q2 		$351K Buy
+1,809
New +$354K 0.28% 49

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peak Financial Advisors's AMT Position: Q2 2026 in Review

Peak Financial Advisors reduced its American Tower (AMT) stake by 0.16% in Q2 2026, selling an estimated $720 and leaving 2,434 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #67.

Peak Financial Advisors first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $539K in Q3 2024. 322 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Peak Financial Advisors held 2,434 shares of American Tower worth $398K as of Q2 2026.
  • Peak Financial Advisors sold 4 American Tower shares in Q2 2026, an estimated $720.
  • American Tower made up 0.16% of Peak Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Peak Financial Advisors first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • Peak Financial Advisors's American Tower position peaked at $539K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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