Action Point Financial Planning’s American Tower AMT Stock Holding History

Action Point Financial Planning’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	$175K	Buy	+1,072	New	+$193K	0.02%	468

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

Action Point Financial Planning's AMT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in American Tower (AMT) in Q2 2026: 1,072 shares worth $175K. The stake represents 0.02% of the portfolio and ranks #468 among its holdings.

1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Action Point Financial Planning held 1,072 shares of American Tower worth $175K as of Q2 2026.
American Tower was a new Action Point Financial Planning position in Q2 2026.
American Tower made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #468 holding.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.