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Laurel Oak Wealth Management’s American Tower AMT Stock Holding History

Laurel Oak Wealth 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 		$502K Sell
3,072
-233
-7% -$41.9K 0.07% 203
2026
Q1 		$570K Buy
3,305
+992
+43% +$178K 0.1% 171
2025
Q4 		$406K Buy
+2,313
New +$421K 0.07% 221

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's AMT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its American Tower (AMT) stake by 7% in Q2 2026, selling an estimated $41.9K and leaving 3,072 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #203.

Laurel Oak Wealth Management first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Laurel Oak Wealth Management held 3,072 shares of American Tower worth $502K as of Q2 2026.
  • Laurel Oak Wealth Management sold 233 American Tower shares in Q2 2026, an estimated $41.9K.
  • American Tower made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Laurel Oak Wealth Management first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's American Tower position peaked at $570K in Q1 2026.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.