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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
2025
Q2 		– Sell
-1,192
Closed -$259K – 128
2025
Q1 		$259K Buy
+1,192
New +$234K 0.17% 95

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meriwether Wealth & Planning's AMT Position: Q2 2025 in Review

Meriwether Wealth & Planning sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,192 shares — an estimated $259K sold.

Meriwether Wealth & Planning first reported a position in AMT in Q1 2025 and held it in 1 quarter. The position peaked at $259K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Meriwether Wealth & Planning reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,192 American Tower shares in Q2 2025, an estimated $259K.
  • Meriwether Wealth & Planning first reported a position in American Tower in Q1 2025 and held it in 1 quarter.
  • Meriwether Wealth & Planning's American Tower position peaked at $259K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2025, filed 11 Jul 2025.