ORG Wealth Partners’s American Tower AMT Stock Holding History

ORG Wealth Partners’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 Q1	$24.9K	Buy	+144	New	+$25.9K	﹤0.01%	394
2025 Q4	–	Sell	-43	Closed	-$8.27K	–	605
2025 Q3	$8.27K	Buy	43 +33	+330%	+$6.88K	﹤0.01%	482
2025 Q2	$2.24K	Buy	10 +2	+25%	+$432	﹤0.01%	595
2025 Q1	$1.75K	Sell	8 -11	-58%	-$2.16K	﹤0.01%	677
2024 Q4	$3.48K	Sell	19 -11	-37%	-$2.28K	﹤0.01%	450
2024 Q3	$6.97K	Buy	+30	New	+$6.65K	﹤0.01%	380

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ORG Wealth Partners's AMT Position: Q1 2026 in Review

ORG Wealth Partners opened a new position in American Tower (AMT) in Q1 2026: 144 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in AMT as recently as Q3 2025.

ORG Wealth Partners first reported a position in AMT in Q3 2024 and has held it in 6 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

ORG Wealth Partners held 144 shares of American Tower worth $24.9K as of Q1 2026.
American Tower was a new ORG Wealth Partners position in Q1 2026.
American Tower made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #394 holding.
ORG Wealth Partners first reported a position in American Tower in Q3 2024 and has held it in 6 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.