SOS
AMT icon

Silver Oak Securities’s American Tower AMT Stock Holding History

Silver Oak Securities’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 		$500K Buy
3,057
+327
+12% +$58.9K 0.03% 471
2026
Q1 		$471K Buy
2,730
+470
+21% +$84.6K 0.03% 460
2025
Q4 		$399K Sell
2,260
-3,190
-59% -$580K 0.03% 532
2025
Q3 		$1.05M Buy
5,450
+190
+4% +$39.6K 0.08% 252
2025
Q2 		$1.16M Buy
5,260
+2,941
+127% +$635K 0.09% 226
2025
Q1 		$500K Buy
2,319
+508
+28% +$99.7K 0.05% 375
2024
Q4 		$329K Buy
1,811
+251
+16% +$52K 0.03% 479
2024
Q3 		$359K Buy
1,560
+267
+21% +$59.2K 0.04% 393
2024
Q2 		$251K Sell
1,293
-22
-2% -$4.11K 0.04% 329
2024
Q1 		$260K Sell
1,315
-19
-1% -$3.78K 0.04% 322
2023
Q4 		$288K Buy
1,334
+623
+88% +$118K 0.04% 384
2023
Q3 		$117K Buy
+711
New +$130K 0.03% 339
2022
Q4 		– Sell
-711
Closed -$117K – 311
2022
Q3 		$117K Buy
+711
New +$183K 0.03% 339

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 $3.37T AUM 44.26% 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

Silver Oak Securities's AMT Position: Q2 2026 in Review

Silver Oak Securities increased its American Tower (AMT) stake by 12% in Q2 2026, buying an estimated $58.9K and bringing the position to 3,057 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #471.

Silver Oak Securities first reported a position in AMT in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Silver Oak Securities held 3,057 shares of American Tower worth $500K as of Q2 2026.
  • Silver Oak Securities bought 327 American Tower shares in Q2 2026, an estimated $58.9K.
  • American Tower made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #471 holding.
  • Silver Oak Securities first reported a position in American Tower in Q3 2022 and has held it in 13 quarters since.
  • Silver Oak Securities's American Tower position peaked at $1.16M in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.