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Sunburst Financial Group’s American Tower AMT Stock Holding History

Sunburst Financial 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
2026
Q2 		$316K Buy
1,933
+66
+4% +$11.9K 0.05% 105
2026
Q1 		$322K Buy
1,867
+623
+50% +$112K 0.06% 98
2025
Q4 		$218K Sell
1,244
-1,069
-46% -$195K 0.04% 117
2025
Q3 		$445K Buy
2,313
+265
+13% +$55.2K 0.09% 75
2025
Q2 		$453K Buy
2,048
+378
+23% +$81.6K 0.1% 70
2025
Q1 		$363K Buy
1,670
+316
+23% +$62K 0.09% 74
2024
Q4 		$248K Buy
1,354
+63
+5% +$13.1K 0.06% 97
2024
Q3 		$300K Buy
1,291
+232
+22% +$51.4K 0.08% 93
2024
Q2 		$206K Buy
+1,059
New +$198K 0.06% 108

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

Sunburst Financial Group's AMT Position: Q2 2026 in Review

Sunburst Financial Group increased its American Tower (AMT) stake by 3.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,933 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #105.

Sunburst Financial Group first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $453K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sunburst Financial Group held 1,933 shares of American Tower worth $316K as of Q2 2026.
  • Sunburst Financial Group bought 66 American Tower shares in Q2 2026, an estimated $11.9K.
  • American Tower made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #105 holding.
  • Sunburst Financial Group first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Sunburst Financial Group's American Tower position peaked at $453K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.