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Diversify Wealth Management’s American Tower AMT Stock Holding History

Diversify Wealth Management’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 		$1.61M Buy
9,657
+1,471
+18% +$265K 0.03% 487
2026
Q1 		$1.46M Buy
8,186
+5,261
+180% +$947K 0.03% 474
2025
Q4 		$509K Buy
2,925
+89
+3% +$16.2K 0.02% 438
2025
Q3 		$501K Sell
2,836
-262
-8% -$54.6K 0.03% 377
2025
Q2 		$634K Sell
3,098
-13
-0.4% -$2.81K 0.04% 334
2025
Q1 		$689K Sell
3,111
-469
-13% -$92K 0.05% 296
2024
Q4 		$621K Sell
3,580
-126
-3% -$26.1K 0.05% 312
2024
Q3 		$839K Sell
3,706
-325
-8% -$72.1K 0.08% 220
2024
Q2 		$912K Buy
+4,031
New +$753K 0.11% 170

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

Diversify Wealth Management's AMT Position: Q2 2026 in Review

Diversify Wealth Management increased its American Tower (AMT) stake by 18% in Q2 2026, buying an estimated $265K and bringing the position to 9,657 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #487.

Diversify Wealth Management first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Diversify Wealth Management held 9,657 shares of American Tower worth $1.61M as of Q2 2026.
  • Diversify Wealth Management bought 1,471 American Tower shares in Q2 2026, an estimated $265K.
  • American Tower made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Diversify Wealth Management first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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