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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
Q2 		$32.2K Hold
197
– – 0.02% 181
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
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

Asset Planning Inc's AMT Position: Q2 2026 in Review

Asset Planning Inc held its American Tower (AMT) position steady in Q2 2026 at 197 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #181.

Asset Planning Inc first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.3K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Asset Planning Inc held 197 shares of American Tower worth $32.2K as of Q2 2026.
  • Asset Planning Inc left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #181 holding.
  • Asset Planning Inc first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's American Tower position peaked at $59.3K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.