HWA
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Heritage Wealth Advisors’s American Tower AMT Stock Holding History

Heritage Wealth Advisors’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 		$21.9K Hold
134
– – ﹤0.01% 432
2026
Q1 		$23.1K Buy
+134
New +$24.1K ﹤0.01% 419
2025
Q1 		– Sell
-34
Closed -$6.24K – 582
2024
Q4 		$6.24K Sell
34
-1
-3% -$207 ﹤0.01% 474
2024
Q3 		$8.14K Buy
+35
New +$7.76K ﹤0.01% 450
2023
Q4 		– Sell
-94
Closed -$15.5K – 563
2023
Q3 		$15.5K Sell
94
-116
-55% -$21.2K ﹤0.01% 396
2023
Q2 		$40.7K Hold
210
– – ﹤0.01% 340
2023
Q1 		$42.9K Sell
210
-94
-31% -$19.7K ﹤0.01% 336
2022
Q4 		$64.4K Hold
304
– – ﹤0.01% 292
2022
Q3 		$65.3K Hold
304
– – ﹤0.01% 279
2022
Q2 		$78K Hold
304
– – 0.01% 281
2022
Q1 		$76K Hold
304
– – ﹤0.01% 275
2021
Q4 		$89K Hold
304
– – ﹤0.01% 275
2021
Q3 		$80.7K Hold
304
– – ﹤0.01% 272
2021
Q2 		$82.1K Hold
304
– – 0.01% 271
2021
Q1 		$72.7K Sell
304
-44
-13% -$9.8K ﹤0.01% 294
2020
Q4 		$78K Hold
348
– – ﹤0.01% 281
2020
Q3 		$84.1K Hold
348
– – 0.01% 226
2020
Q2 		$90K Hold
348
– – 0.01% 209
2020
Q1 		$75.8K Buy
348
+25
+8% +$5.82K 0.01% 215
2019
Q4 		$74.2K Buy
323
+207
+178% +$45.1K 0.01% 267
2019
Q3 		$25K Sell
116
-90
-44% -$19.6K ﹤0.01% 330
2019
Q2 		$42.1K Hold
206
– – 0.01% 272
2019
Q1 		$40.6K Hold
206
– – 0.01% 247
2018
Q4 		$32K Hold
206
– – 0.01% 227
2018
Q3 		$29K Buy
+206
New +$30.2K 0.01% 238

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

Heritage Wealth Advisors's AMT Position: Q2 2026 in Review

Heritage Wealth Advisors held its American Tower (AMT) position steady in Q2 2026 at 134 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Heritage Wealth Advisors first reported a position in AMT in Q3 2018 and has held it in 25 quarters since. The position peaked at $90K in Q2 2020. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Heritage Wealth Advisors held 134 shares of American Tower worth $21.9K as of Q2 2026.
  • Heritage Wealth Advisors left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Heritage Wealth Advisors first reported a position in American Tower in Q3 2018 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's American Tower position peaked at $90K in Q2 2020.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.