Southeast Asset Advisors’s American Tower AMT Stock Holding History

Southeast Asset Advisors’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	$391K	Hold	2,391	–	–	0.04%	164
2026 Q1	$413K	Hold	2,391	–	–	0.05%	146
2025 Q4	$420K	Hold	2,391	–	–	0.04%	153
2025 Q3	$460K	Hold	2,391	–	–	0.05%	145
2025 Q2	$528K	Hold	2,391	–	–	0.06%	123
2025 Q1	$520K	Buy	2,391 +91	+4%	+$17.9K	0.06%	119
2024 Q4	$422K	Hold	2,300	–	–	0.05%	118
2024 Q3	$535K	Hold	2,300	–	–	0.06%	105
2024 Q2	$447K	Hold	2,300	–	–	0.05%	114
2024 Q1	$454K	Hold	2,300	–	–	0.05%	115
2023 Q4	$497K	Buy	2,300 +465	+25%	+$87.9K	0.07%	110
2023 Q3	$302K	Hold	1,835	–	–	0.04%	123
2023 Q2	$356K	Hold	1,835	–	–	0.05%	114
2023 Q1	$375K	Buy	+1,835	New	+$385K	0.06%	107

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Southeast Asset Advisors's AMT Position: Q2 2026 in Review

Southeast Asset Advisors held its American Tower (AMT) position steady in Q2 2026 at 2,391 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #164.

Southeast Asset Advisors first reported a position in AMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $535K in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Southeast Asset Advisors held 2,391 shares of American Tower worth $391K as of Q2 2026.
Southeast Asset Advisors left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.04% of Southeast Asset Advisors's portfolio in Q2 2026, its #164 holding.
Southeast Asset Advisors first reported a position in American Tower in Q1 2023 and has held it in 14 quarters since.
Southeast Asset Advisors's American Tower position peaked at $535K in Q3 2024.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.