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Financial Freedom LLC’s American Tower AMT Stock Holding History

Financial Freedom LLC’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 		– Sell
-107
Closed -$18.5K – 120
2026
Q1 		$18.5K Buy
107
+44
+70% +$7.92K 0.01% 242
2025
Q4 		$11.1K Hold
63
– – 0.01% 260
2025
Q3 		$12.1K Hold
63
– – 0.01% 262
2025
Q2 		$13.9K Hold
63
– – 0.01% 249
2025
Q1 		$13.7K Hold
63
– – 0.01% 257
2024
Q4 		$11.6K Hold
63
– – 0.01% 262
2024
Q3 		$14.7K Hold
63
– – 0.01% 243
2024
Q2 		$12.2K Hold
63
– – 0.01% 259
2024
Q1 		$12.4K Hold
63
– – 0.01% 258
2023
Q4 		$13.6K Hold
63
– – 0.01% 248
2023
Q3 		$10.4K Hold
63
– – 0.01% 270
2023
Q2 		$12.2K Hold
63
– – 0.01% 255
2023
Q1 		$12.9K Hold
63
– – 0.01% 241
2022
Q4 		$13.3K Buy
+63
New +$13.1K 0.01% 242

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

Financial Freedom LLC's AMT Position: Q2 2026 in Review

Financial Freedom LLC sold out of American Tower (AMT) in Q2 2026, closing a stake of 107 shares — an estimated $18.5K sold.

Financial Freedom LLC first reported a position in AMT in Q4 2022 and held it in 14 quarters. The position peaked at $18.5K in Q1 2026. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Financial Freedom LLC reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 107 American Tower shares in Q2 2026, an estimated $18.5K.
  • Financial Freedom LLC first reported a position in American Tower in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's American Tower position peaked at $18.5K in Q1 2026.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.