Asset Planning Inc’s American Tower AMT Stock Holding History

Asset Planning Inc’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 Q1	$33.9K	Buy	197 +1	+0.5%	+$180	0.02%	175
2025 Q4	$34.5K	Hold	196	–	–	0.02%	175
2025 Q3	$37.7K	Sell	196 -72	-27%	-$15K	0.03%	171
2025 Q2	$59.3K	Buy	268 +1	+0.4%	+$216	0.04%	133
2025 Q1	$58.2K	Buy	267 +1	+0.4%	+$196	0.05%	136
2024 Q4	$48.9K	Buy	+266	New	+$55.1K	0.04%	147

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Asset Planning Inc's AMT Position: Q1 2026 in Review

Asset Planning Inc increased its American Tower (AMT) stake by 0.51% in Q1 2026, buying an estimated $180 and bringing the position to 197 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #175.

Asset Planning Inc first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.3K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Asset Planning Inc held 197 shares of American Tower worth $33.9K as of Q1 2026.
Asset Planning Inc bought 1 American Tower share in Q1 2026, an estimated $180.
American Tower made up 0.02% of Asset Planning Inc's portfolio in Q1 2026, its #175 holding.
Asset Planning Inc first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
Asset Planning Inc's American Tower position peaked at $59.3K in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.