Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s American Tower AMT Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$123K Buy
+754
New +$129K 0.06% 158
2025
Q2 		– Sell
-1,192
Closed -$259K – 128
2025
Q1 		$259K Buy
+1,192
New +$234K 0.17% 95

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Meriwether Wealth & Planning's AMT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in American Tower (AMT) in Q3 2026: 754 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in AMT as recently as Q1 2025.

Meriwether Wealth & Planning first reported a position in AMT in Q1 2025 and has held it in 2 quarters since. The position peaked at $259K in Q1 2025. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Meriwether Wealth & Planning held 754 shares of American Tower worth $123K as of Q3 2026.
  • American Tower was a new Meriwether Wealth & Planning position in Q3 2026.
  • American Tower made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #158 holding.
  • Meriwether Wealth & Planning first reported a position in American Tower in Q1 2025 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's American Tower position peaked at $259K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.