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PDS Planning’s American Tower AMT Stock Holding History

PDS 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
Q2 		$633K Buy
3,869
+80
+2% +$14.4K 0.04% 250
2026
Q1 		$654K Sell
3,789
-325
-8% -$58.5K 0.04% 212
2025
Q4 		$722K Sell
4,114
-112
-3% -$20.4K 0.05% 191
2025
Q3 		$813K Sell
4,226
-255
-6% -$53.1K 0.06% 164
2025
Q2 		$990K Buy
4,481
+1,616
+56% +$349K 0.07% 130
2025
Q1 		$623K Buy
2,865
+263
+10% +$51.6K 0.05% 176
2024
Q4 		$477K Buy
2,602
+239
+10% +$49.5K 0.04% 198
2024
Q3 		$550K Buy
2,363
+126
+6% +$27.9K 0.05% 173
2024
Q2 		$435K Buy
2,237
+141
+7% +$26.4K 0.04% 193
2024
Q1 		$414K Buy
2,096
+413
+25% +$82.3K 0.04% 194
2023
Q4 		$363K Sell
1,683
-138
-8% -$26.1K 0.04% 199
2023
Q3 		$299K Buy
1,821
+253
+16% +$46.2K 0.04% 215
2023
Q2 		$304K Sell
1,568
-316
-17% -$61.8K 0.04% 215
2023
Q1 		$385K Buy
1,884
+921
+96% +$193K 0.05% 149
2022
Q4 		$204K Sell
963
-456
-32% -$94.9K 0.03% 201
2022
Q3 		$305K Buy
1,419
+112
+9% +$28.8K 0.06% 130
2022
Q2 		$334K Buy
1,307
+284
+28% +$71.3K 0.06% 127
2022
Q1 		$257K Buy
1,023
+47
+5% +$11.5K 0.05% 164
2021
Q4 		$285K Buy
976
+29
+3% +$7.92K 0.05% 145
2021
Q3 		$251K Buy
947
+54
+6% +$15.4K 0.06% 152
2021
Q2 		$241K Buy
+893
New +$228K 0.06% 153

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

PDS Planning's AMT Position: Q2 2026 in Review

PDS Planning increased its American Tower (AMT) stake by 2.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,869 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #250.

PDS Planning first reported a position in AMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $990K in Q2 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • PDS Planning held 3,869 shares of American Tower worth $633K as of Q2 2026.
  • PDS Planning bought 80 American Tower shares in Q2 2026, an estimated $14.4K.
  • American Tower made up 0.04% of PDS Planning's portfolio in Q2 2026, its #250 holding.
  • PDS Planning first reported a position in American Tower in Q2 2021 and has held it in 21 quarters since.
  • PDS Planning's American Tower position peaked at $990K in Q2 2025.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.