SSWM
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Sheets Smith Wealth Management’s American Tower AMT Stock Holding History

Sheets Smith Wealth 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 		$245K Sell
1,497
-90
-6% -$16.2K 0.02% 373
2026
Q1 		$274K Sell
1,587
-1
-0.1% -$180 0.03% 356
2025
Q4 		$279K Sell
1,588
-25
-2% -$4.55K 0.03% 356
2025
Q3 		$310K Hold
1,613
– – 0.04% 339
2025
Q2 		$357K Buy
1,613
+69
+4% +$14.9K 0.04% 322
2025
Q1 		$336K Hold
1,544
– – 0.04% 293
2024
Q4 		$283K Hold
1,544
– – 0.03% 319
2024
Q3 		$359K Hold
1,544
– – 0.04% 297
2024
Q2 		$300K Sell
1,544
-1,254
-45% -$234K 0.04% 315
2024
Q1 		$553K Buy
2,798
+1,254
+81% +$250K 0.06% 227
2023
Q4 		$333K Hold
1,544
– – 0.05% 272
2023
Q3 		$254K Hold
1,544
– – 0.04% 285
2023
Q2 		$299K Hold
1,544
– – 0.04% 276
2023
Q1 		$316K Hold
1,544
– – 0.05% 261
2022
Q4 		$327K Sell
1,544
-390
-20% -$81.2K 0.05% 244
2022
Q3 		$415K Hold
1,934
– – 0.07% 202
2022
Q2 		$494K Hold
1,934
– – 0.08% 182
2022
Q1 		$486K Sell
1,934
-2
-0.1% -$488 0.07% 217
2021
Q4 		$566K Hold
1,936
– – 0.07% 215
2021
Q3 		$514K Buy
1,936
+2
+0.1% +$570 0.07% 216
2021
Q2 		$522K Hold
1,934
– – 0.07% 214
2021
Q1 		$462K Buy
1,934
+30
+2% +$6.68K 0.07% 214
2020
Q4 		$427K Buy
1,904
+30
+2% +$6.97K 0.06% 223
2020
Q3 		$453K Hold
1,874
– – 0.08% 194
2020
Q2 		$485K Hold
1,874
– – 0.1% 158
2020
Q1 		$408K Hold
1,874
– – 0.09% 177
2019
Q4 		$431K Hold
1,874
– – 0.08% 223
2019
Q3 		$414K Buy
1,874
+22
+1% +$4.8K 0.09% 217
2019
Q2 		$379K Buy
1,852
+8
+0.4% +$1.61K 0.08% 244
2019
Q1 		$363K Sell
1,844
-50
-3% -$8.77K 0.08% 241
2018
Q4 		$300K Hold
1,894
– – 0.08% 226
2018
Q3 		$275K Sell
1,894
-50
-3% -$7.33K 0.06% 298
2018
Q2 		$280K Sell
1,944
-200
-9% -$27.8K 0.07% 272
2018
Q1 		$312K Sell
2,144
-3,828
-64% -$539K 0.08% 254
2017
Q4 		$852K Buy
5,972
+93
+2% +$13.3K 0.2% 135
2017
Q3 		$804K Buy
5,879
+3,735
+174% +$520K 0.2% 134
2017
Q2 		$284K Hold
2,144
– – 0.08% 245
2017
Q1 		$261K Hold
2,144
– – 0.07% 257
2016
Q4 		$227K Hold
2,144
– – 0.06% 257
2016
Q3 		$243K Hold
2,144
– – 0.07% 236
2016
Q2 		$244K Hold
2,144
– – 0.07% 220
2016
Q1 		$219K Hold
2,144
– – 0.07% 212
2015
Q4 		$208K Buy
+2,144
New +$209K 0.06% 213
2015
Q3 		– Sell
-2,144
Closed -$200K – 211
2015
Q2 		$200K Hold
2,144
– – 0.05% 223
2015
Q1 		$202K Hold
2,144
– – 0.06% 225
2014
Q4 		$212K Hold
2,144
– – 0.06% 229
2014
Q3 		$201K Buy
+2,144
New +$204K 0.05% 228

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return