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Roxbury Financial’s American Tower AMT Stock Holding History

Roxbury Financial’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 		$22.8K Buy
139
+1
+0.7% +$180 0.02% 257
2026
Q1 		$23.8K Buy
138
+1
+0.7% +$180 0.02% 240
2025
Q4 		$24.1K Buy
137
+1
+0.7% +$182 0.02% 238
2025
Q3 		$26.2K Buy
136
+1
+0.7% +$208 0.02% 228
2025
Q2 		$29.9K Hold
135
– – 0.03% 214
2025
Q1 		$27.7K Sell
135
-39
-22% -$7.65K 0.03% 216
2024
Q4 		$36.4K Buy
+174
New +$36.1K 0.04% 192

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

Roxbury Financial's AMT Position: Q2 2026 in Review

Roxbury Financial increased its American Tower (AMT) stake by 0.72% in Q2 2026, buying an estimated $180 and bringing the position to 139 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #257.

Roxbury Financial first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.4K in Q4 2024. 326 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Roxbury Financial held 139 shares of American Tower worth $22.8K as of Q2 2026.
  • Roxbury Financial bought 1 American Tower share in Q2 2026, an estimated $180.
  • American Tower made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #257 holding.
  • Roxbury Financial first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's American Tower position peaked at $36.4K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.