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Spartan Wealth Advisory Services LLC’s American Tower AMT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.47M Sell
15,119
-507
-3% -$91.3K 0.2% 101
2026
Q1 		$2.7M Buy
+15,626
New +$2.81M 0.24% 89

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

Spartan Wealth Advisory Services LLC's AMT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its American Tower (AMT) stake by 3.2% in Q2 2026, selling an estimated $91.3K and leaving 15,119 shares worth $2.47M. The position accounts for 0.2% of the portfolio, ranked #101.

Spartan Wealth Advisory Services LLC first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.7M in Q1 2026. 1,659 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 15,119 shares of American Tower worth $2.47M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 507 American Tower shares in Q2 2026, an estimated $91.3K.
  • American Tower made up 0.2% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #101 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's American Tower position peaked at $2.7M in Q1 2026.
  • 1,659 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.