Summit Securities Group
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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
2021
Q4 		– Sell
-20
Closed -$531K – 791
2021
Q3 		$531K Buy
+20
New +$5.7K 0.04% 385
2019
Q4 		– Sell
-11
Closed -$243K – 429
2019
Q3 		$243K Buy
+11
New +$2.4K 0.02% 279
2019
Q1 		– Sell
-64
Closed -$1.01M – 197
2018
Q4 		$1.01M Buy
+64
New +$10K 0.09% 139
2017
Q4 		– Sell
-25
Closed -$342K – 172
2017
Q3 		$342K Buy
+25
New +$3.48K 0.06% 138

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Summit Securities Group's AMT Position: Q3 2026 in Review

Summit Securities Group sold out of American Tower (AMT) in Q3 2026, closing a stake of 108 shares — an estimated $17.7K sold.

Summit Securities Group first reported a position in AMT in Q4 2013 and held it in 36 quarters. The position peaked at $7.51M in Q3 2018. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Summit Securities Group reported no remaining American Tower position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 108 American Tower shares in Q3 2026, an estimated $17.7K.
  • Summit Securities Group first reported a position in American Tower in Q4 2013 and held it in 36 quarters.
  • Summit Securities Group's American Tower position peaked at $7.51M in Q3 2018.
  • 1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.