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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

AMT holding history

American Tower Corp in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
116,707
Value
$19.1M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AMT by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116,707$19.1M0.4%+3,443+3.0%AddedHolders
Q1 2026113,264$19.5M0.5%+15,199+15.5%AddedHolders
Q4 202598,065$17.2M0.5%−8,438−7.9%ReducedHolders
Q3 2025106,503$20.5M0.6%+1,669+1.6%AddedHolders
Q2 2025104,834$23.2M0.7%+2,358+2.3%AddedHolders
Q1 2025102,476$22.3M0.7%+5,701+5.9%AddedHolders
Q4 202496,775$17.7M0.6%+1,783+1.9%AddedHolders
Q3 202494,992$22.1M0.7%+2,517+2.7%AddedHolders
Q2 202492,475$18.0M0.6%+3,502+3.9%AddedHolders
Q1 202488,973$17.6M0.6%+9,516+12.0%AddedHolders
Q4 202379,457$17.2M0.6%−8,788−10.0%ReducedHolders
Q3 202388,245$14.5M0.6%+3,975+4.7%AddedHolders
Q2 202384,270$16.3M0.6%+2,546+3.1%AddedHolders
Q1 202381,724$16.7M0.6%+7,868+10.7%AddedHolders
Q4 202273,856$15.6M0.6%−7,176−8.9%ReducedHolders
Q3 202281,032$17.4M0.7%+2,013+2.5%AddedHolders
Q2 202279,019$20.2M0.8%+461+0.6%AddedHolders
Q1 202278,558$19.7M0.7%+2,840+3.8%AddedHolders
Q4 202175,718$22.1M0.8%+1,293+1.7%AddedHolders
Q3 202174,425$19.8M0.8%+1,321+1.8%AddedHolders
Q2 202173,104$19.7M0.8%+2,144+3.0%AddedHolders
Q1 202170,960$17.0M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.