Simplicity Wealth’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$304K Sell
1,858
-32
-2% -$5.76K 0.01% 836
2026
Q1
$326K Buy
+1,890
New +$340K 0.02% 559
2025
Q4
Sell
-1,258
Closed -$242K 704
2025
Q3
$242K Sell
1,258
-618
-33% -$129K 0.01% 626
2025
Q2
$415K Buy
+1,876
New +$405K 0.02% 498
2024
Q3
Sell
-7,867
Closed -$1.53M 522
2024
Q2
$1.53M Sell
7,867
-462
-6% -$86.4K 0.03% 414
2024
Q1
$1.65M Buy
+8,329
New +$1.66M 0.04% 387

Other funds holding AMT

Simplicity Wealth's AMT Position: Q2 2026 in Review

Simplicity Wealth reduced its American Tower (AMT) stake by 1.7% in Q2 2026, selling an estimated $5.76K and leaving 1,858 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #836.

Simplicity Wealth first reported a position in AMT in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Simplicity Wealth held 1,858 shares of American Tower worth $304K as of Q2 2026.
  • Simplicity Wealth sold 32 American Tower shares in Q2 2026, an estimated $5.76K.
  • American Tower made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #836 holding.
  • Simplicity Wealth first reported a position in American Tower in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's American Tower position peaked at $1.65M in Q1 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.