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Financial Gravity Companies’s American Tower AMT Stock Holding History

Financial Gravity Companies’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 		$654 Buy
+4
New +$720 ﹤0.01% 840
2025
Q2 		$1.55K Buy
+7
New +$1.51K ﹤0.01% 770
2024
Q4 		$1.28K Hold
7
– – ﹤0.01% 799
2024
Q3 		$1.63K Buy
+7
New +$1.55K ﹤0.01% 534
2018
Q4 		$4K Buy
+24
New +$3.75K ﹤0.01% 745

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

Financial Gravity Companies's AMT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in American Tower (AMT) in Q2 2026: 4 shares worth $654. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AMT as recently as Q2 2025.

Financial Gravity Companies first reported a position in AMT in Q4 2018 and has held it in 5 quarters since. The position peaked at $4K in Q4 2018. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Financial Gravity Companies held 4 shares of American Tower worth $654 as of Q2 2026.
  • American Tower was a new Financial Gravity Companies position in Q2 2026.
  • American Tower made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #840 holding.
  • Financial Gravity Companies first reported a position in American Tower in Q4 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's American Tower position peaked at $4K in Q4 2018.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.