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Planning Strategies’s American Tower AMT Stock Holding History

Planning Strategies’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 		$39.6K Buy
+242
New +$43.6K 0.02% 178

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's AMT Position: Q2 2026 in Review

Planning Strategies opened a new position in American Tower (AMT) in Q2 2026: 242 shares worth $39.6K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

1,659 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Planning Strategies held 242 shares of American Tower worth $39.6K as of Q2 2026.
  • American Tower was a new Planning Strategies position in Q2 2026.
  • American Tower made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #178 holding.
  • 1,659 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.