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Heritage Wealth Management (Ohio)’s American Tower AMT Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.09M Buy
6,690
+3,135
+88% +$564K 0.27% 92
2026
Q1 		$614K Buy
3,555
+300
+9% +$54K 0.3% 82
2025
Q4 		$571K Buy
3,255
+450
+16% +$81.9K 0.16% 138
2025
Q3 		$539K Hold
2,805
– – 0.16% 138
2025
Q2 		$620K Hold
2,805
– – 0.2% 116
2025
Q1 		$610K Hold
2,805
– – 0.21% 115
2024
Q4 		$514K Hold
2,805
– – 0.17% 130
2024
Q3 		$652K Hold
2,805
– – 0.21% 119
2024
Q2 		$549K Buy
+2,805
New +$524K 0.18% 123

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 Management (Ohio)'s AMT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its American Tower (AMT) stake by 88% in Q2 2026, buying an estimated $564K and bringing the position to 6,690 shares worth $1.09M. The position accounts for 0.27% of the portfolio, ranked #92.

Heritage Wealth Management (Ohio) first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 6,690 shares of American Tower worth $1.09M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 3,135 American Tower shares in Q2 2026, an estimated $564K.
  • American Tower made up 0.27% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #92 holding.
  • Heritage Wealth Management (Ohio) first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.