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LifePlan Financial’s American Tower AMT Stock Holding History

LifePlan Financial’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 		$1.1M Buy
6,711
+515
+8% +$92.7K 0.77% 39
2026
Q1 		$1.07M Buy
6,196
+781
+14% +$141K 0.79% 40
2025
Q4 		$951K Buy
5,415
+1,403
+35% +$255K 0.73% 46
2025
Q3 		$772K Buy
4,012
+1,571
+64% +$327K 0.61% 54
2025
Q2 		$540K Buy
2,441
+1,230
+102% +$266K 0.45% 61
2025
Q1 		$264K Buy
+1,211
New +$238K 0.23% 82

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 $3.37T AUM 44.26% 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

LifePlan Financial's AMT Position: Q2 2026 in Review

LifePlan Financial increased its American Tower (AMT) stake by 8.3% in Q2 2026, buying an estimated $92.7K and bringing the position to 6,711 shares worth $1.1M. The position accounts for 0.77% of the portfolio, ranked #39.

LifePlan Financial first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • LifePlan Financial held 6,711 shares of American Tower worth $1.1M as of Q2 2026.
  • LifePlan Financial bought 515 American Tower shares in Q2 2026, an estimated $92.7K.
  • American Tower made up 0.77% of LifePlan Financial's portfolio in Q2 2026, its #39 holding.
  • LifePlan Financial first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.