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 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 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

Phillips Wealth Planners's AMT Position: Q1 2026 in Review

Phillips Wealth Planners increased its American Tower (AMT) stake by 135% in Q1 2026, buying an estimated $322K and bringing the position to 3,107 shares worth $551K. The position accounts for 0.41% of the portfolio, ranked #76.

Phillips Wealth Planners first reported a position in AMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $612K in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Phillips Wealth Planners held 3,107 shares of American Tower worth $551K as of Q1 2026.
Phillips Wealth Planners bought 1,787 American Tower shares in Q1 2026, an estimated $322K.
American Tower made up 0.41% of Phillips Wealth Planners's portfolio in Q1 2026, its #76 holding.
Phillips Wealth Planners first reported a position in American Tower in Q1 2023 and has held it in 12 quarters since.
Phillips Wealth Planners's American Tower position peaked at $612K in Q4 2023.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.