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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
Q2 		$671K Buy
+4,095
New +$737K 0.29% 61
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
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

Turning Point Benefit Group's AMT Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in American Tower (AMT) in Q2 2026: 4,095 shares worth $671K. The stake represents 0.29% of the portfolio and ranks #61 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in AMT as recently as Q4 2025.

Turning Point Benefit Group first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Turning Point Benefit Group held 4,095 shares of American Tower worth $671K as of Q2 2026.
  • American Tower was a new Turning Point Benefit Group position in Q2 2026.
  • American Tower made up 0.29% of Turning Point Benefit Group's portfolio in Q2 2026, its #61 holding.
  • Turning Point Benefit Group first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.