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Phillips Wealth Planners’s American Tower AMT Stock Holding History

Phillips Wealth Planners’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 		$511K Sell
3,094
-13
-0.4% -$2.34K 0.38% 80
2026
Q1 		$551K Buy
3,107
+1,787
+135% +$322K 0.41% 76
2025
Q4 		$235K Sell
1,320
-735
-36% -$134K 0.19% 173
2025
Q3 		$381K Sell
2,055
-59
-3% -$12.3K 0.32% 104
2025
Q2 		$467K Buy
2,114
+176
+9% +$38K 0.42% 75
2025
Q1 		$413K Buy
+1,938
New +$380K 0.44% 76
2024
Q4 		– Sell
-1,857
Closed -$423K – 177
2024
Q3 		$423K Buy
1,857
+114
+7% +$25.3K 0.4% 83
2024
Q2 		$343K Sell
1,743
-31
-2% -$5.79K 0.36% 95
2024
Q1 		$306K Sell
1,774
-1,228
-41% -$245K 0.35% 105
2023
Q4 		$612K Sell
3,002
-163
-5% -$30.8K 0.74% 37
2023
Q3 		$505K Buy
3,165
+67
+2% +$12.2K 0.68% 48
2023
Q2 		$601K Buy
3,098
+1,182
+62% +$231K 0.79% 41
2023
Q1 		$382K Buy
+1,916
New +$402K 0.51% 73

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

Phillips Wealth Planners's AMT Position: Q2 2026 in Review

Phillips Wealth Planners reduced its American Tower (AMT) stake by 0.42% in Q2 2026, selling an estimated $2.34K and leaving 3,094 shares worth $511K. The position accounts for 0.38% of the portfolio, ranked #80.

Phillips Wealth Planners first reported a position in AMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $612K in Q4 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Phillips Wealth Planners held 3,094 shares of American Tower worth $511K as of Q2 2026.
  • Phillips Wealth Planners sold 13 American Tower shares in Q2 2026, an estimated $2.34K.
  • American Tower made up 0.38% of Phillips Wealth Planners's portfolio in Q2 2026, its #80 holding.
  • Phillips Wealth Planners first reported a position in American Tower in Q1 2023 and has held it in 13 quarters since.
  • Phillips Wealth Planners's American Tower position peaked at $612K in Q4 2023.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.