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Legacy Wealth Management (Idaho)’s American Tower AMT Stock Holding History

Legacy Wealth Management (Idaho)’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
-54
Closed -$9.32K – 230
2026
Q1 		$9.32K Sell
54
-86
-61% -$15.5K ﹤0.01% 504
2025
Q4 		$24.6K Hold
140
– – 0.01% 301
2025
Q3 		$26.9K Hold
140
– – 0.01% 239
2025
Q2 		$30.9K Hold
140
– – 0.02% 199
2025
Q1 		$30.5K Hold
140
– – 0.02% 194
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

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

Legacy Wealth Management (Idaho)'s AMT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of American Tower (AMT) in Q2 2026, closing a stake of 54 shares — an estimated $9.32K sold.

Legacy Wealth Management (Idaho) first reported a position in AMT in Q3 2024 and held it in 7 quarters. The position peaked at $30.9K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 54 American Tower shares in Q2 2026, an estimated $9.32K.
  • Legacy Wealth Management (Idaho) first reported a position in American Tower in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s American Tower position peaked at $30.9K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.