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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
Q2 		$3.93M Buy
24,045
+1,137
+5% +$205K 0.52% 47
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Perryman Financial Advisory's AMT Position: Q2 2026 in Review

Perryman Financial Advisory increased its American Tower (AMT) stake by 5% in Q2 2026, buying an estimated $205K and bringing the position to 24,045 shares worth $3.93M. The position accounts for 0.52% of the portfolio, ranked #47.

Perryman Financial Advisory first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.31M in Q4 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Perryman Financial Advisory held 24,045 shares of American Tower worth $3.93M as of Q2 2026.
  • Perryman Financial Advisory bought 1,137 American Tower shares in Q2 2026, an estimated $205K.
  • American Tower made up 0.52% of Perryman Financial Advisory's portfolio in Q2 2026, its #47 holding.
  • Perryman Financial Advisory first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's American Tower position peaked at $4.31M in Q4 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.