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Dynamic Wealth Strategies’s American Tower AMT Stock Holding History

Dynamic 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 		$80.8K Sell
494
-71
-13% -$12.8K 0.04% 129
2026
Q1 		$97.5K Buy
565
+99
+21% +$17.8K 0.06% 121
2025
Q4 		$81.8K Buy
466
+99
+27% +$18K 0.05% 123
2025
Q3 		$70.6K Buy
367
+61
+20% +$12.7K 0.05% 120
2025
Q2 		$67.6K Sell
306
-110
-26% -$23.7K 0.05% 114
2025
Q1 		$90.5K Buy
+416
New +$81.6K 0.08% 106
2024
Q4 		– Sell
-162
Closed -$38K – 74
2024
Q3 		$38K Buy
162
+85
+110% +$18.8K 0.03% 143
2024
Q2 		$15K Hold
77
– – 0.01% 172
2024
Q1 		$15K Sell
77
-22
-22% -$4.38K 0.01% 177
2023
Q4 		$21.4K Buy
+99
New +$18.7K 0.02% 160

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

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

Dynamic Wealth Strategies reduced its American Tower (AMT) stake by 13% in Q2 2026, selling an estimated $12.8K and leaving 494 shares worth $80.8K. The position accounts for 0.04% of the portfolio, ranked #129.

Dynamic Wealth Strategies first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $97.5K in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Dynamic Wealth Strategies held 494 shares of American Tower worth $80.8K as of Q2 2026.
  • Dynamic Wealth Strategies sold 71 American Tower shares in Q2 2026, an estimated $12.8K.
  • American Tower made up 0.04% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #129 holding.
  • Dynamic Wealth Strategies first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's American Tower position peaked at $97.5K in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.