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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

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 Securities Group's AMT Position: Q2 2026 in Review

Summit Securities Group increased its American Tower (AMT) stake by 40% in Q2 2026, buying an estimated $5.58K and bringing the position to 108 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Summit Securities Group first reported a position in AMT in Q4 2013 and has held it in 36 quarters since. The position peaked at $7.51M in Q3 2018. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Summit Securities Group held 108 shares of American Tower worth $17.7K as of Q2 2026.
  • Summit Securities Group bought 31 American Tower shares in Q2 2026, an estimated $5.58K.
  • American Tower made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #741 holding.
  • Summit Securities Group first reported a position in American Tower in Q4 2013 and has held it in 36 quarters since.
  • Summit Securities Group's American Tower position peaked at $7.51M in Q3 2018.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.