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BOK Financial Private Wealth’s American Tower AMT Stock Holding History

BOK Financial Private Wealth’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 		$14.2K Buy
86
+13
+18% +$2.34K ﹤0.01% 370
2026
Q1 		$12.6K Hold
73
– – ﹤0.01% 336
2025
Q4 		$12.9K Sell
73
-53
-42% -$9.64K ﹤0.01% 371
2025
Q3 		$24.4K Sell
126
-111
-47% -$23.1K ﹤0.01% 298
2025
Q2 		$52.8K Sell
237
-96
-29% -$20.7K ﹤0.01% 245
2025
Q1 		$72.5K Hold
333
– – 0.01% 231
2024
Q4 		$61.6K Hold
333
– – ﹤0.01% 248
2024
Q3 		$77.4K Sell
333
-22
-6% -$4.88K 0.01% 227
2024
Q2 		$69.5K Hold
355
– – 0.01% 228
2024
Q1 		$70.1K Buy
355
+34
+11% +$6.77K 0.01% 231
2023
Q4 		$69.9K Buy
321
+114
+55% +$21.5K 0.01% 217
2023
Q3 		$34K Hold
207
– – ﹤0.01% 262
2023
Q2 		$40.5K Sell
207
-8
-4% -$1.56K ﹤0.01% 239
2023
Q1 		$43.9K Buy
215
+8
+4% +$1.68K ﹤0.01% 248
2022
Q4 		$44.2K Hold
207
– – ﹤0.01% 241
2022
Q3 		$44K Hold
207
– – ﹤0.01% 253
2022
Q2 		$53K Sell
207
-1,774
-90% -$445K ﹤0.01% 245
2022
Q1 		$498K Buy
1,981
+466
+31% +$114K 0.04% 173
2021
Q4 		$443K Buy
1,515
+156
+11% +$42.6K 0.03% 183
2021
Q3 		$361K Buy
1,359
+238
+21% +$67.8K 0.03% 175
2021
Q2 		$303K Buy
+1,121
New +$286K 0.02% 178
2020
Q3 		– Sell
-809
Closed -$209K – 164
2020
Q2 		$209K Buy
+809
New +$200K 0.02% 157

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

BOK Financial Private Wealth's AMT Position: Q2 2026 in Review

BOK Financial Private Wealth increased its American Tower (AMT) stake by 18% in Q2 2026, buying an estimated $2.34K and bringing the position to 86 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

BOK Financial Private Wealth first reported a position in AMT in Q2 2020 and has held it in 22 quarters since. The position peaked at $498K in Q1 2022. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • BOK Financial Private Wealth held 86 shares of American Tower worth $14.2K as of Q2 2026.
  • BOK Financial Private Wealth bought 13 American Tower shares in Q2 2026, an estimated $2.34K.
  • American Tower made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #370 holding.
  • BOK Financial Private Wealth first reported a position in American Tower in Q2 2020 and has held it in 22 quarters since.
  • BOK Financial Private Wealth's American Tower position peaked at $498K in Q1 2022.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.