Turning Point Benefit Group’s American Tower AMT Stock Holding History

Turning Point Benefit Group’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	–	Sell	-68	Closed	-$11.9K	–	135
2025 Q4	$11.9K	Buy	+68	New	+$12.4K	0.01%	231

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

Turning Point Benefit Group's AMT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of American Tower (AMT) in Q1 2026, closing a stake of 68 shares — an estimated $11.9K sold.

Turning Point Benefit Group first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $11.9K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Turning Point Benefit Group reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 68 American Tower shares in Q1 2026, an estimated $11.9K.
Turning Point Benefit Group first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
Turning Point Benefit Group's American Tower position peaked at $11.9K in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.