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 Q3	–	Sell	-112	Closed	-$3.03M	–	678
2021 Q2	$3.03M	Buy	+112	New	+$28.5K	0.25%	88
2019 Q4	–	Sell	-10	Closed	-$221K	–	430
2019 Q3	$221K	Buy	+10	New	+$2.18K	0.02%	292
2018 Q3	–	Sell	-32	Closed	-$461K	–	193
2018 Q2	$461K	Buy	+32	New	+$4.45K	0.07%	133
2017 Q4	–	Sell	-27	Closed	-$369K	–	173
2017 Q3	$369K	Buy	+27	New	+$3.76K	0.06%	133
2017 Q1	–	Sell	-60	Closed	-$634K	–	295
2016 Q4	$634K	Buy	+60	New	+$6.52K	0.14%	134

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.