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Symphony Financial’s American Tower AMT Stock Holding History

Symphony Financial’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 		$410K Buy
2,450
+854
+54% +$154K 0.04% 222
2026
Q1 		$275K Sell
1,596
-737
-32% -$133K 0.04% 246
2025
Q4 		$412K Buy
2,333
+264
+13% +$48K 0.06% 189
2025
Q3 		$396K Sell
2,069
-1,342
-39% -$280K 0.05% 186
2025
Q2 		$504K Buy
+3,411
New +$736K 0.07% 154
2025
Q1 		– Sell
-2,033
Closed -$386K – 99
2024
Q4 		$386K Sell
2,033
-150
-7% -$31.1K 0.06% 154
2024
Q3 		$503K Sell
2,183
-197
-8% -$43.7K 0.08% 141
2024
Q2 		$465K Sell
2,380
-29
-1% -$5.42K 0.08% 141
2024
Q1 		$476K Buy
2,409
+71
+3% +$14.1K 0.11% 119
2023
Q4 		$487K Buy
+2,338
New +$442K 0.1% 135
2023
Q3 		– Sell
-2,620
Closed -$505K – 164
2023
Q2 		$505K Buy
2,620
+142
+6% +$27.8K 0.12% 118
2023
Q1 		$499K Sell
2,478
-48
-2% -$10.1K 0.13% 134
2022
Q4 		$553K Sell
2,526
-90
-3% -$18.7K 0.15% 127
2022
Q3 		$559K Sell
2,616
-180
-6% -$46.2K 0.18% 120
2022
Q2 		$708K Sell
2,796
-1,909
-41% -$479K 0.21% 96
2022
Q1 		$1.25M Sell
4,705
-650
-12% -$159K 0.29% 67
2021
Q4 		$1.53M Buy
5,355
+731
+16% +$200K 0.43% 50
2021
Q3 		$1.25M Sell
4,624
-791
-15% -$225K 0.43% 48
2021
Q2 		$1.47M Sell
5,415
-819
-13% -$209K 0.5% 45
2021
Q1 		$1.52M Buy
6,234
+166
+3% +$37K 0.4% 44
2020
Q4 		$1.33M Sell
6,068
-7,178
-54% -$1.67M 0.48% 44
2020
Q3 		$3.2M Buy
13,246
+1,701
+15% +$431K 1.31% 16
2020
Q2 		$2.98M Buy
11,545
+3,906
+51% +$966K 1.44% 18
2020
Q1 		$1.76M Buy
+7,639
New +$1.78M 1.21% 20

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 $3.38T AUM 44.17% 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

Symphony Financial's AMT Position: Q2 2026 in Review

Symphony Financial increased its American Tower (AMT) stake by 54% in Q2 2026, buying an estimated $154K and bringing the position to 2,450 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #222.

Symphony Financial first reported a position in AMT in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.2M in Q3 2020. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Symphony Financial held 2,450 shares of American Tower worth $410K as of Q2 2026.
  • Symphony Financial bought 854 American Tower shares in Q2 2026, an estimated $154K.
  • American Tower made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #222 holding.
  • Symphony Financial first reported a position in American Tower in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's American Tower position peaked at $3.2M in Q3 2020.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.