Shum Financial Group’s American Tower AMT Stock Holding History

Shum Financial Group’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	$768K	Buy	4,698 +237	+5%	+$42.7K	0.46%	51
2026 Q1	$770K	Buy	4,461 +319	+8%	+$57.4K	0.54%	52
2025 Q4	$727K	Buy	4,142 +346	+9%	+$63K	0.52%	51
2025 Q3	$730K	Buy	+3,796	New	+$791K	0.54%	49
2025 Q1	$913K	Buy	4,196 +141	+3%	+$27.7K	0.79%	43
2024 Q4	$748K	Sell	4,055 -96	-2%	-$19.9K	0.65%	49
2024 Q3	$888K	Buy	+4,151	New	+$920K	0.74%	46

Other funds holding AMT

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Shum Financial Group's AMT Position: Q2 2026 in Review

Shum Financial Group increased its American Tower (AMT) stake by 5.3% in Q2 2026, buying an estimated $42.7K and bringing the position to 4,698 shares worth $768K. The position accounts for 0.46% of the portfolio, ranked #51.

Shum Financial Group first reported a position in AMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $913K in Q1 2025. 933 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Shum Financial Group held 4,698 shares of American Tower worth $768K as of Q2 2026.
Shum Financial Group bought 237 American Tower shares in Q2 2026, an estimated $42.7K.
American Tower made up 0.46% of Shum Financial Group's portfolio in Q2 2026, its #51 holding.
Shum Financial Group first reported a position in American Tower in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's American Tower position peaked at $913K in Q1 2025.
933 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.