Summitry LLC’s American Tower AMT Stock Holding History

Summitry LLC’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 Q2	–	Sell	-1,636	Closed	-$282K	–	341
2026 Q1	$282K	Sell	1,636 -25	-2%	-$4.5K	0.01%	220
2025 Q4	$292K	Sell	1,661 -438	-21%	-$79.7K	0.01%	184
2025 Q3	$404K	Buy	2,099 +1,099	+110%	+$229K	0.02%	124
2025 Q2	$221K	Buy	+1,000	New	+$216K	0.01%	163

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Summitry LLC's AMT Position: Q2 2026 in Review

Summitry LLC sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,636 shares — an estimated $282K sold.

Summitry LLC first reported a position in AMT in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q3 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Summitry LLC reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 1,636 American Tower shares in Q2 2026, an estimated $282K.
Summitry LLC first reported a position in American Tower in Q2 2025 and held it in 4 quarters.
Summitry LLC's American Tower position peaked at $404K in Q3 2025.
1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.