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Synergy Investment Management’s American Tower AMT Stock Holding History

Synergy Investment Management’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 		$16.6K Buy
97
+46
+90% +$8.28K ﹤0.01% 548
2026
Q1 		$8.84K Buy
+51
New +$9.18K ﹤0.01% 511
2025
Q2 		– Sell
-48
Closed -$10.5K – 101
2025
Q1 		$10.5K Sell
48
-1
-2% -$196 ﹤0.01% 377
2024
Q4 		$8.84K Buy
+49
New +$10.2K ﹤0.01% 399

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

Synergy Investment Management's AMT Position: Q2 2026 in Review

Synergy Investment Management increased its American Tower (AMT) stake by 90% in Q2 2026, buying an estimated $8.28K and bringing the position to 97 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Synergy Investment Management first reported a position in AMT in Q4 2024 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Synergy Investment Management held 97 shares of American Tower worth $16.6K as of Q2 2026.
  • Synergy Investment Management bought 46 American Tower shares in Q2 2026, an estimated $8.28K.
  • American Tower made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #548 holding.
  • Synergy Investment Management first reported a position in American Tower in Q4 2024 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.