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Meramec Financial Planners’s American Tower AMT Stock Holding History

Meramec Financial Planners’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 		$38.2K Hold
229
– – 0.01% 257
2026
Q1 		$41.6K Sell
229
-9
-4% -$1.62K 0.02% 215
2025
Q4 		$40.8K Buy
+238
New +$43.3K 0.02% 225

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

Meramec Financial Planners's AMT Position: Q2 2026 in Review

Meramec Financial Planners held its American Tower (AMT) position steady in Q2 2026 at 229 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #257.

Meramec Financial Planners first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.6K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Meramec Financial Planners held 229 shares of American Tower worth $38.2K as of Q2 2026.
  • Meramec Financial Planners left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #257 holding.
  • Meramec Financial Planners first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's American Tower position peaked at $41.6K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.