Intentional Wealth Strategies’s American Tower AMT Stock Holding History

Intentional Wealth Strategies’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	-34	Closed	-$5.87K	–	114
2026 Q1	$5.87K	Buy	+34	New	+$6.12K	0.01%	455

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Intentional Wealth Strategies's AMT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of American Tower (AMT) in Q2 2026, closing a stake of 34 shares — an estimated $5.87K sold.

Intentional Wealth Strategies first reported a position in AMT in Q1 2026 and held it in 1 quarter. The position peaked at $5.87K in Q1 2026. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Intentional Wealth Strategies reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 34 American Tower shares in Q2 2026, an estimated $5.87K.
Intentional Wealth Strategies first reported a position in American Tower in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's American Tower position peaked at $5.87K in Q1 2026.
1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.