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Sowell Financial Services’s American Tower AMT Stock Holding History

Sowell Financial Services’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 		$405K Buy
2,478
+140
+6% +$25.2K 0.01% 739
2026
Q1 		$403K Buy
2,338
+132
+6% +$23.8K 0.01% 718
2025
Q4 		$387K Sell
2,206
-974
-31% -$177K 0.01% 728
2025
Q3 		$612K Sell
3,180
-1,798
-36% -$375K 0.02% 581
2025
Q2 		$1.1M Sell
4,978
-1,889
-28% -$408K 0.04% 384
2025
Q1 		$1.49M Buy
+6,867
New +$1.35M 0.07% 297
2024
Q2 		– Sell
-10,465
Closed -$2.07M – 523
2024
Q1 		$2.07M Sell
10,465
-960
-8% -$191K 0.1% 232
2023
Q4 		$2.49M Sell
11,425
-527
-4% -$99.6K 0.13% 171
2023
Q3 		$1.97M Sell
11,952
-802
-6% -$146K 0.12% 190
2023
Q2 		$2.49M Buy
12,754
+4,032
+46% +$788K 0.14% 173
2023
Q1 		$1.78M Sell
8,722
-3,365
-28% -$706K 0.14% 176
2022
Q4 		$2.58M Buy
+12,087
New +$2.52M 0.17% 148
2022
Q1 		– Sell
-22,511
Closed -$6.62M – 184
2021
Q4 		$6.62M Buy
22,511
+3,937
+21% +$1.08M 0.38% 56
2021
Q3 		$4.95M Sell
18,574
-6,924
-27% -$1.97M 0.33% 69
2021
Q2 		$6.92M Sell
25,498
-3,507
-12% -$894K 0.46% 51
2021
Q1 		$7.08M Buy
29,005
+17,825
+159% +$3.97M 0.25% 91
2020
Q4 		$2.51M Buy
11,180
+2,348
+27% +$546K 0.11% 173
2020
Q3 		$2.13M Buy
8,832
+123
+1% +$31.2K 0.11% 174
2020
Q2 		$2.25M Buy
8,709
+879
+11% +$217K 0.12% 154
2020
Q1 		$1.71M Buy
7,830
+922
+13% +$215K 0.13% 177
2019
Q4 		$1.59M Buy
6,908
+2,532
+58% +$552K 0.12% 186
2019
Q3 		$968K Buy
+4,376
New +$955K 0.08% 257
2019
Q1 		$833K Sell
4,225
-38
-0.9% -$6.67K 0.09% 229
2018
Q4 		$674K Buy
4,263
+197
+5% +$30.8K 0.1% 221
2018
Q3 		$591K Buy
+4,066
New +$596K 0.09% 177

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sowell Financial Services's AMT Position: Q2 2026 in Review

Sowell Financial Services increased its American Tower (AMT) stake by 6% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,478 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #739.

Sowell Financial Services first reported a position in AMT in Q3 2018 and has held it in 25 quarters since. The position peaked at $7.08M in Q1 2021. 354 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sowell Financial Services held 2,478 shares of American Tower worth $405K as of Q2 2026.
  • Sowell Financial Services bought 140 American Tower shares in Q2 2026, an estimated $25.2K.
  • American Tower made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #739 holding.
  • Sowell Financial Services first reported a position in American Tower in Q3 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's American Tower position peaked at $7.08M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.