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Summit Financial’s American Tower AMT Stock Holding History

Summit Financial’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 		$949K Sell
5,737
-75
-1% -$13.5K 0.01% 856
2026
Q1 		$1M Buy
5,812
+29
+0.5% +$5.22K 0.01% 776
2025
Q4 		$1.03M Sell
5,783
-704
-11% -$128K 0.02% 666
2025
Q3 		$1.25M Sell
6,487
-2,358
-27% -$491K 0.02% 584
2025
Q2 		$1.97M Sell
8,845
-448
-5% -$96.7K 0.04% 293
2025
Q1 		$2.02M Sell
9,293
-233
-2% -$45.7K 0.06% 257
2024
Q4 		$1.76M Sell
9,526
-3,227
-25% -$669K 0.06% 235
2024
Q3 		$2.97M Buy
12,753
+3
+0% +$665 0.12% 139
2024
Q2 		$2.5M Buy
12,750
+6,427
+102% +$1.2M 0.11% 132
2024
Q1 		$1.25M Buy
6,323
+278
+5% +$55.4K 0.07% 160
2023
Q4 		$1.32M Buy
6,045
+11
+0.2% +$2.08K 0.09% 144
2023
Q3 		$992K Sell
6,034
-152
-2% -$27.8K 0.07% 161
2023
Q2 		$1.21M Buy
6,186
+2,245
+57% +$439K 0.09% 136
2023
Q1 		$805K Sell
3,941
-282
-7% -$59.2K 0.07% 135
2022
Q4 		$895K Buy
4,223
+109
+3% +$22.7K 0.08% 124
2022
Q3 		$883K Buy
4,114
+731
+22% +$188K 0.08% 121
2022
Q2 		$870K Buy
3,383
+15
+0.4% +$3.76K 0.08% 110
2022
Q1 		$846K Buy
3,368
+418
+14% +$102K 0.07% 134
2021
Q4 		$867K Buy
2,950
+809
+38% +$221K 0.07% 122
2021
Q3 		$571K Buy
2,141
+1,256
+142% +$358K 0.05% 130
2021
Q2 		$240K Buy
+885
New +$226K 0.02% 155

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

Summit Financial's AMT Position: Q2 2026 in Review

Summit Financial reduced its American Tower (AMT) stake by 1.3% in Q2 2026, selling an estimated $13.5K and leaving 5,737 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #856.

Summit Financial first reported a position in AMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.97M in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Summit Financial held 5,737 shares of American Tower worth $949K as of Q2 2026.
  • Summit Financial sold 75 American Tower shares in Q2 2026, an estimated $13.5K.
  • American Tower made up 0.01% of Summit Financial's portfolio in Q2 2026, its #856 holding.
  • Summit Financial first reported a position in American Tower in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's American Tower position peaked at $2.97M in Q3 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.