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Journey Retirement Planning & Investment Management’s American Tower AMT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$266K Buy
1,625
+107
+7% +$19.3K 0.21% 121
2026
Q1 		$262K Sell
1,518
-3,142
-67% -$565K 0.23% 112
2025
Q4 		$819K Buy
+4,660
New +$848K 0.17% 120

Other funds holding AMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AMT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its American Tower (AMT) stake by 7% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,625 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #121.

Journey Retirement Planning & Investment Management first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $819K in Q4 2025. 725 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,625 shares of American Tower worth $266K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 107 American Tower shares in Q2 2026, an estimated $19.3K.
  • American Tower made up 0.21% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #121 holding.
  • Journey Retirement Planning & Investment Management first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's American Tower position peaked at $819K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.