Center for Financial Planning’s American Tower AMT Stock Holding History

Center for Financial Planning’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	$857K	Buy	5,238 +172	+3%	+$31K	0.08%	83
2026 Q1	$874K	Buy	5,066 +495	+11%	+$89.1K	0.09%	72
2025 Q4	$803K	Sell	4,571 -370	-7%	-$67.3K	0.08%	78
2025 Q3	$950K	Buy	4,941 +372	+8%	+$77.5K	0.1%	66
2025 Q2	$1.01M	Buy	4,569 +255	+6%	+$55.1K	0.12%	65
2025 Q1	$939K	Hold	4,314	–	–	0.12%	61
2024 Q4	$791K	Hold	4,314	–	–	0.11%	63
2024 Q3	$1M	Sell	4,314 -469	-10%	-$104K	0.14%	55
2024 Q2	$930K	Hold	4,783	–	–	0.13%	56
2024 Q1	$945K	Hold	4,783	–	–	0.14%	56
2023 Q4	$1.03M	Hold	4,783	–	–	0.19%	51
2023 Q3	$787K	Hold	4,783	–	–	0.17%	57
2023 Q2	$928K	Hold	4,783	–	–	0.19%	51
2023 Q1	$977K	Hold	4,783	–	–	0.23%	49
2022 Q4	$1.01M	Sell	4,783 -63	-1%	-$13.1K	0.25%	46
2022 Q3	$1.04M	Buy	4,846 +63	+1%	+$16.2K	0.28%	41
2022 Q2	$1.22M	Hold	4,783	–	–	0.31%	33
2022 Q1	$1.2M	Hold	4,783	–	–	0.25%	44
2021 Q4	$1.4M	Hold	4,783	–	–	0.29%	37
2021 Q3	$1.27M	Hold	4,783	–	–	0.31%	38
2021 Q2	$1.29M	Hold	4,783	–	–	0.32%	38
2021 Q1	$1.14M	Buy	4,783 +200	+4%	+$44.5K	0.3%	42
2020 Q4	$1.03M	Hold	4,583	–	–	0.29%	38
2020 Q3	$1.11M	Hold	4,583	–	–	0.36%	33
2020 Q2	$1.19M	Sell	4,583 -66	-1%	-$16.3K	0.41%	30
2020 Q1	$1.01M	Buy	4,649 +38	+0.8%	+$8.84K	0.34%	31
2019 Q4	$1.06M	Buy	+4,611	New	+$1M	0.27%	35

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Center for Financial Planning's AMT Position: Q2 2026 in Review

Center for Financial Planning increased its American Tower (AMT) stake by 3.4% in Q2 2026, buying an estimated $31K and bringing the position to 5,238 shares worth $857K. The position accounts for 0.08% of the portfolio, ranked #83.

Center for Financial Planning first reported a position in AMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Center for Financial Planning held 5,238 shares of American Tower worth $857K as of Q2 2026.
Center for Financial Planning bought 172 American Tower shares in Q2 2026, an estimated $31K.
American Tower made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #83 holding.
Center for Financial Planning first reported a position in American Tower in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's American Tower position peaked at $1.4M in Q4 2021.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.