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Buck Wealth Strategies’s American Tower AMT Stock Holding History

Buck Wealth Strategies’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 		$81.6K Buy
+499
New +$89.8K 0.01% 286
2023
Q4 		– Sell
-88
Closed -$14.5K – 80
2023
Q3 		$14.5K Buy
88
+1
+1% +$183 0.01% 180
2023
Q2 		$16.9K Hold
87
– – 0.01% 121
2023
Q1 		$17.7K Buy
+87
New +$18.3K 0.01% 88

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's AMT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in American Tower (AMT) in Q2 2026: 499 shares worth $81.6K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in AMT as recently as Q3 2023.

Buck Wealth Strategies first reported a position in AMT in Q1 2023 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Buck Wealth Strategies held 499 shares of American Tower worth $81.6K as of Q2 2026.
  • American Tower was a new Buck Wealth Strategies position in Q2 2026.
  • American Tower made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #286 holding.
  • Buck Wealth Strategies first reported a position in American Tower in Q1 2023 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.