OWP
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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
Q2 		$38.8K Buy
237
+93
+65% +$16.7K 0.01% 370
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
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

ORG Wealth Partners's AMT Position: Q2 2026 in Review

ORG Wealth Partners increased its American Tower (AMT) stake by 65% in Q2 2026, buying an estimated $16.7K and bringing the position to 237 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #370.

ORG Wealth Partners first reported a position in AMT in Q3 2024 and has held it in 7 quarters since. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • ORG Wealth Partners held 237 shares of American Tower worth $38.8K as of Q2 2026.
  • ORG Wealth Partners bought 93 American Tower shares in Q2 2026, an estimated $16.7K.
  • American Tower made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #370 holding.
  • ORG Wealth Partners first reported a position in American Tower in Q3 2024 and has held it in 7 quarters since.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.