Summit Securities Group’s American Tower AMT Stock Holding History

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

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.