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Summit Asset Management’s American Tower AMT Stock Holding History

Summit Asset 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
2025
Q4 		– Sell
-1,072
Closed -$206K – 172
2025
Q3 		$206K Hold
1,072
– – 0.03% 168
2025
Q2 		$237K Hold
1,072
– – 0.04% 150
2025
Q1 		$233K Buy
+1,072
New +$210K 0.04% 147
2024
Q4 		– Sell
-1,068
Closed -$248K – 162
2024
Q3 		$248K Hold
1,068
– – 0.05% 144
2024
Q2 		$208K Buy
1,068
+30
+3% +$5.61K 0.04% 152
2024
Q1 		$205K Hold
1,038
– – 0.04% 155
2023
Q4 		$224K Buy
+1,038
New +$196K 0.05% 145

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summit Asset Management's AMT Position: Q4 2025 in Review

Summit Asset Management sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,072 shares — an estimated $206K sold.

Summit Asset Management first reported a position in AMT in Q4 2023 and held it in 7 quarters. The position peaked at $248K in Q3 2024. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Summit Asset Management reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Summit Asset Management sold 1,072 American Tower shares in Q4 2025, an estimated $206K.
  • Summit Asset Management first reported a position in American Tower in Q4 2023 and held it in 7 quarters.
  • Summit Asset Management's American Tower position peaked at $248K in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Summit Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.