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Lineweaver Wealth Advisors’s American Tower AMT Stock Holding History

Lineweaver Wealth Advisors’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 		$1.22M Buy
7,470
+376
+5% +$67.7K 0.14% 109
2026
Q1 		$1.22M Buy
7,094
+1,498
+27% +$270K 0.17% 98
2025
Q4 		$983K Buy
5,596
+102
+2% +$18.6K 0.13% 111
2025
Q3 		$1.06M Buy
5,494
+352
+7% +$73.3K 0.15% 97
2025
Q2 		$1.14M Buy
5,142
+375
+8% +$81K 0.18% 89
2025
Q1 		$1.04M Buy
4,767
+423
+10% +$83K 0.18% 89
2024
Q4 		$798K Buy
4,344
+441
+11% +$91.4K 0.15% 93
2024
Q3 		$910K Buy
3,903
+55
+1% +$12.2K 0.17% 87
2024
Q2 		$749K Buy
3,848
+214
+6% +$40K 0.16% 95
2024
Q1 		$720K Buy
3,634
+320
+10% +$63.7K 0.17% 90
2023
Q4 		$717K Buy
3,314
+1,054
+47% +$199K 0.19% 88
2023
Q3 		$372K Buy
+2,260
New +$413K 0.11% 107
2022
Q4 		– Sell
-945
Closed -$202K – 126
2022
Q3 		$202K Buy
945
+5
+0.5% +$1.28K 0.07% 120
2022
Q2 		$240K Sell
940
-205
-18% -$51.4K 0.08% 115
2022
Q1 		$287K Buy
1,145
+5
+0.4% +$1.22K 0.08% 116
2021
Q4 		$333K Buy
1,140
+4
+0.4% +$1.09K 0.1% 105
2021
Q3 		$301K Buy
1,136
+7
+0.6% +$2K 0.09% 111
2021
Q2 		$305K Sell
1,129
-12
-1% -$3.06K 0.1% 100
2021
Q1 		$272K Buy
1,141
+71
+7% +$15.8K 0.1% 94
2020
Q4 		$240K Buy
1,070
+39
+4% +$9.07K 0.09% 87
2020
Q3 		$249K Buy
1,031
+128
+14% +$32.5K 0.11% 77
2020
Q2 		$233K Buy
+903
New +$223K 0.12% 72

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

Lineweaver Wealth Advisors's AMT Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its American Tower (AMT) stake by 5.3% in Q2 2026, buying an estimated $67.7K and bringing the position to 7,470 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #109.

Lineweaver Wealth Advisors first reported a position in AMT in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q1 2026. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Lineweaver Wealth Advisors held 7,470 shares of American Tower worth $1.22M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 376 American Tower shares in Q2 2026, an estimated $67.7K.
  • American Tower made up 0.14% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Lineweaver Wealth Advisors first reported a position in American Tower in Q2 2020 and has held it in 22 quarters since.
  • Lineweaver Wealth Advisors's American Tower position peaked at $1.22M in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.