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Outlook Wealth Advisors’s American Tower AMT Stock Holding History

Outlook Wealth Advisors’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 		$639K Buy
3,908
+70
+2% +$12.6K 0.14% 153
2026
Q1 		$662K Buy
+3,838
New +$691K 0.16% 141
2023
Q2 		– Sell
-1,593
Closed -$325K – 198
2023
Q1 		$325K Sell
1,593
-3,242
-67% -$680K 0.14% 143
2022
Q4 		$1.02M Buy
4,835
+29
+0.6% +$6.04K 0.49% 48
2022
Q3 		$1.03M Sell
4,806
-1
-0% -$257 0.46% 50
2022
Q2 		$1.23M Buy
4,807
+2,558
+114% +$642K 0.5% 51
2022
Q1 		$564K Buy
2,249
+858
+62% +$209K 0.19% 124
2021
Q4 		$407K Buy
1,391
+22
+2% +$6.01K 0.12% 152
2021
Q3 		$363K Buy
1,369
+39
+3% +$11.1K 0.12% 165
2021
Q2 		$359K Buy
1,330
+240
+22% +$61.2K 0.11% 170
2021
Q1 		$261K Buy
1,090
+168
+18% +$37.4K 0.09% 175
2020
Q4 		$207K Sell
922
-19
-2% -$4.42K 0.08% 178
2020
Q3 		$228K Sell
941
-80
-8% -$20.3K 0.09% 156
2020
Q2 		$264K Buy
1,021
+35
+4% +$8.66K 0.11% 147
2020
Q1 		$215K Buy
+986
New +$229K 0.12% 141
2019
Q4 		– Sell
-1,708
Closed -$378K – 141
2019
Q3 		$378K Sell
1,708
-1
-0.1% -$218 0.23% 108
2019
Q2 		$349K Buy
1,709
+123
+8% +$24.7K 0.23% 112
2019
Q1 		$313K Sell
1,586
-1,854
-54% -$325K 0.26% 105
2018
Q4 		$544K Buy
+3,440
New +$538K 0.25% 100

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

Outlook Wealth Advisors's AMT Position: Q2 2026 in Review

Outlook Wealth Advisors increased its American Tower (AMT) stake by 1.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,908 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #153.

Outlook Wealth Advisors first reported a position in AMT in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2022. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Outlook Wealth Advisors held 3,908 shares of American Tower worth $639K as of Q2 2026.
  • Outlook Wealth Advisors bought 70 American Tower shares in Q2 2026, an estimated $12.6K.
  • American Tower made up 0.14% of Outlook Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Outlook Wealth Advisors first reported a position in American Tower in Q4 2018 and has held it in 19 quarters since.
  • Outlook Wealth Advisors's American Tower position peaked at $1.23M in Q2 2022.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.