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Legacy Investment Solutions’s American Tower AMT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$30.9K Buy
+140
New +$30.2K 0.02% 199
2024
Q4 		$26.4K Sell
140
-8
-5% -$1.66K 0.02% 182
2024
Q3 		$28.9K Buy
+148
New +$32.8K 0.02% 167

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Investment Solutions's AMT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in American Tower (AMT) in Q2 2025: 140 shares worth $30.9K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AMT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AMT in Q3 2024 and has held it in 3 quarters since. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Legacy Investment Solutions held 140 shares of American Tower worth $30.9K as of Q2 2025.
  • American Tower was a new Legacy Investment Solutions position in Q2 2025.
  • American Tower made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #199 holding.
  • Legacy Investment Solutions first reported a position in American Tower in Q3 2024 and has held it in 3 quarters since.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.