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Financial Life Planners’s American Tower AMT Stock Holding History

Financial Life Planners’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 		$13.1K Buy
80
+1
+1% +$180 0.01% 219
2026
Q1 		$13.7K Buy
+79
New +$14.2K 0.01% 215
2025
Q4 		– Sell
-78
Closed -$15K – 74
2025
Q3 		$15K Buy
+78
New +$16.3K 0.01% 221
2025
Q1 		– Sell
-76
Closed -$14K – 98
2024
Q4 		$14K Buy
+76
New +$15.7K 0.01% 234

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Financial Life Planners's AMT Position: Q2 2026 in Review

Financial Life Planners increased its American Tower (AMT) stake by 1.3% in Q2 2026, buying an estimated $180 and bringing the position to 80 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #219.

Financial Life Planners first reported a position in AMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $15K in Q3 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Financial Life Planners held 80 shares of American Tower worth $13.1K as of Q2 2026.
  • Financial Life Planners bought 1 American Tower share in Q2 2026, an estimated $180.
  • American Tower made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #219 holding.
  • Financial Life Planners first reported a position in American Tower in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's American Tower position peaked at $15K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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