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Strategic Wealth Partners’s American Tower AMT Stock Holding History

Strategic Wealth Partners’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 		$49.9K Buy
305
+18
+6% +$3.24K ﹤0.01% 524
2026
Q1 		$49.5K Sell
287
-2
-0.7% -$360 ﹤0.01% 519
2025
Q4 		$50.7K Buy
289
+83
+40% +$15.1K ﹤0.01% 521
2025
Q3 		$39.6K Hold
206
– – ﹤0.01% 601
2025
Q2 		$45.5K Buy
+206
New +$44.5K ﹤0.01% 507
2024
Q1 		– Sell
-2,083
Closed -$450K – 282
2023
Q4 		$450K Sell
2,083
-8,571
-80% -$1.62M 0.06% 198
2023
Q3 		$1.75M Sell
10,654
-1,097
-9% -$200K 0.23% 109
2023
Q2 		$2.28M Buy
+11,751
New +$2.3M 0.29% 103
2023
Q1 		– Sell
-978
Closed -$207K – 259
2022
Q4 		$207K Buy
+978
New +$204K 0.04% 248
2021
Q1 		– Sell
-2,324
Closed -$522K – 190
2020
Q4 		$522K Sell
2,324
-417
-15% -$96.9K 0.22% 112
2020
Q3 		$663K Sell
2,741
-272
-9% -$69K 0.34% 74
2020
Q2 		$779K Buy
+3,013
New +$745K 0.4% 73
2019
Q4 		– Sell
-441
Closed -$97 – 154
2019
Q3 		$97 Hold
441
– – ﹤0.01% 270
2019
Q2 		$90K Hold
441
– – 0.04% 189
2019
Q1 		$85K Buy
441
+98
+29% +$17.2K 0.04% 193
2018
Q4 		$55K Sell
343
-339
-50% -$53K 0.03% 217
2018
Q3 		$99K Hold
682
– – 0.05% 179
2018
Q2 		$98K Hold
682
– – 0.06% 195
2018
Q1 		$99K Sell
682
-68
-9% -$9.58K 0.05% 196
2017
Q4 		$114K Buy
+750
New +$107K 0.06% 169

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

Strategic Wealth Partners's AMT Position: Q2 2026 in Review

Strategic Wealth Partners increased its American Tower (AMT) stake by 6.3% in Q2 2026, buying an estimated $3.24K and bringing the position to 305 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Strategic Wealth Partners first reported a position in AMT in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.28M in Q2 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Strategic Wealth Partners held 305 shares of American Tower worth $49.9K as of Q2 2026.
  • Strategic Wealth Partners bought 18 American Tower shares in Q2 2026, an estimated $3.24K.
  • American Tower made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #524 holding.
  • Strategic Wealth Partners first reported a position in American Tower in Q4 2017 and has held it in 20 quarters since.
  • Strategic Wealth Partners's American Tower position peaked at $2.28M in Q2 2023.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.