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Perryman Financial Advisory’s American Tower AMT Stock Holding History

Perryman Financial Advisory’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
Q1 		$3.95M Sell
22,908
-1,642
-7% -$295K 0.59% 45
2025
Q4 		$4.31M Buy
+24,550
New +$4.47M 0.63% 43

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Perryman Financial Advisory's AMT Position: Q1 2026 in Review

Perryman Financial Advisory reduced its American Tower (AMT) stake by 6.7% in Q1 2026, selling an estimated $295K and leaving 22,908 shares worth $3.95M. The position accounts for 0.59% of the portfolio, ranked #45.

Perryman Financial Advisory first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.31M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Perryman Financial Advisory held 22,908 shares of American Tower worth $3.95M as of Q1 2026.
  • Perryman Financial Advisory sold 1,642 American Tower shares in Q1 2026, an estimated $295K.
  • American Tower made up 0.59% of Perryman Financial Advisory's portfolio in Q1 2026, its #45 holding.
  • Perryman Financial Advisory first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • Perryman Financial Advisory's American Tower position peaked at $4.31M in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.