Summit Securities Group’s American Tower AMT Stock Holding History

Summit Securities Group’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 Q1	$13.3K	Sell	77 -918	-92%	-$165K	﹤0.01%	611
2025 Q4	$175K	Buy	995 +189	+23%	+$34.4K	0.02%	359
2025 Q3	$155K	Buy	806 +491	+156%	+$102K	0.03%	301
2025 Q2	$69.6K	Buy	+315	New	+$68K	0.01%	431
2025 Q1	–	Sell	-1,700	Closed	-$312K	–	778
2024 Q4	$312K	Buy	+1,700	New	+$352K	0.06%	157
2024 Q1	–	Sell	-300	Closed	-$65K	–	445
2023 Q4	$65K	Sell	300 -2,100	-88%	-$397K	0.01%	374
2023 Q3	$395K	Sell	2,400 -609	-20%	-$111K	0.04%	139
2023 Q2	$584K	Sell	3,009 -303	-9%	-$59.2K	0.08%	128
2023 Q1	$677K	Sell	3,312 -658	-17%	-$138K	0.06%	117
2022 Q4	$841K	Sell	3,970 -3,430	-46%	-$714K	0.03%	183
2022 Q3	$1.59M	Sell	7,400 -1,172	-14%	-$301K	0.12%	115
2022 Q2	$2.19M	Buy	8,572 +1,886	+28%	+$473K	0.27%	68
2022 Q1	$1.68M	Sell	6,686 -7,262	-52%	-$1.77M	0.19%	98
2021 Q4	$4.08M	Buy	13,948 +7,648	+121%	+$2.09M	0.19%	93
2021 Q3	$1.67M	Sell	6,300 -7,382	-54%	-$2.1M	0.13%	179
2021 Q2	$3.7M	Buy	+13,682	New	+$3.49M	0.31%	71
2020 Q4	–	Sell	-1,200	Closed	-$290K	–	551
2020 Q3	$290K	Sell	1,200 -5,800	-83%	-$1.47M	0.03%	288
2020 Q2	$1.81M	Buy	7,000 +5,600	+400%	+$1.39M	0.23%	92
2020 Q1	$305K	Sell	1,400 -12,000	-90%	-$2.79M	0.05%	206
2019 Q4	$3.08M	Buy	13,400 +5,500	+70%	+$1.2M	0.23%	103
2019 Q3	$1.75M	Sell	7,900 -6,500	-45%	-$1.42M	0.15%	98
2019 Q2	$2.94M	Buy	+14,400	New	+$2.89M	0.34%	63
2019 Q1	–	Sell	-14,400	Closed	-$2.28M	–	198
2018 Q4	$2.28M	Sell	14,400 -37,300	-72%	-$5.83M	0.2%	76
2018 Q3	$7.51M	Buy	51,700 +34,700	+204%	+$5.09M	2.79%	6
2018 Q2	$2.45M	Buy	+17,000	New	+$2.36M	0.35%	47
2018 Q1	–	Sell	-20,100	Closed	-$2.87M	–	150
2017 Q4	$2.87M	Buy	20,100 +9,700	+93%	+$1.38M	0.34%	31
2017 Q3	$1.42M	Buy	10,400 +8,800	+550%	+$1.23M	0.24%	47
2017 Q2	$212K	Buy	+1,600	New	+$205K	0.04%	199
2017 Q1	–	Sell	-12,400	Closed	-$1.31M	–	294
2016 Q4	$1.31M	Buy	+12,400	New	+$1.35M	0.28%	77
2015 Q4	–	Sell	-2,400	Closed	-$234K	–	282
2015 Q3	$211K	Sell	2,400 -130	-5%	-$12.2K	0.15%	84
2015 Q2	$236K	Buy	+2,530	New	+$239K	0.12%	66
2015 Q1	–	Sell	-1,700	Closed	-$168K	–	385
2014 Q4	$168K	Sell	1,700 -2,500	-60%	-$246K	0.05%	214
2014 Q3	$393K	Buy	4,200 +1,500	+56%	+$143K	0.11%	133
2014 Q2	$243K	Buy	+2,700	New	+$234K	0.08%	146
2014 Q1	–	Sell	-100	Closed	-$8K	–	404
2013 Q4	$8K	Buy	+100	New	+$7.76K	﹤0.01%	358

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Securities Group's AMT Position: Q1 2026 in Review

Summit Securities Group reduced its American Tower (AMT) stake by 92% in Q1 2026, selling an estimated $165K and leaving 77 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Summit Securities Group first reported a position in AMT in Q4 2013 and has held it in 35 quarters since. The position peaked at $7.51M in Q3 2018. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Summit Securities Group held 77 shares of American Tower worth $13.3K as of Q1 2026.
Summit Securities Group sold 918 American Tower shares in Q1 2026, an estimated $165K.
American Tower made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #611 holding.
Summit Securities Group first reported a position in American Tower in Q4 2013 and has held it in 35 quarters since.
Summit Securities Group's American Tower position peaked at $7.51M in Q3 2018.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.