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Alliance Wealth Advisors (Pennsylvania)’s American Tower AMT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$301K Sell
1,842
-5
-0.3% -$900 0.1% 129
2026
Q1 		$319K Buy
1,847
+13
+0.7% +$2.34K 0.14% 122
2025
Q4 		$322K Buy
1,834
+281
+18% +$51.1K 0.14% 115
2025
Q3 		$299K Buy
1,553
+40
+3% +$8.33K 0.13% 121
2025
Q2 		$334K Buy
1,513
+10
+0.7% +$2.16K 0.17% 109
2025
Q1 		$327K Buy
1,503
+66
+5% +$12.9K 0.19% 101
2024
Q4 		$264K Buy
1,437
+8
+0.6% +$1.66K 0.15% 121
2024
Q3 		$332K Buy
1,429
+15
+1% +$3.33K 0.19% 103
2024
Q2 		$275K Buy
+1,414
New +$264K 0.17% 111

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

Alliance Wealth Advisors (Pennsylvania)'s AMT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its American Tower (AMT) stake by 0.27% in Q2 2026, selling an estimated $900 and leaving 1,842 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #129.

Alliance Wealth Advisors (Pennsylvania) first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $334K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,842 shares of American Tower worth $301K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 5 American Tower shares in Q2 2026, an estimated $900.
  • American Tower made up 0.1% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #129 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s American Tower position peaked at $334K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.