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Vision Financial Markets’s American Tower AMT Stock Holding History

Vision Financial Markets’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 		$556K Buy
+3,400
New +$612K 0.48% 34
2025
Q1 		– Sell
-1,200
Closed -$220K – 436
2024
Q4 		$220K Buy
+1,200
New +$249K 0.24% 61

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

Vision Financial Markets's AMT Position: Q2 2026 in Review

Vision Financial Markets opened a new position in American Tower (AMT) in Q2 2026: 3,400 shares worth $556K. The stake represents 0.48% of the portfolio and ranks #34 among its holdings. This is a return to the name: Vision Financial Markets previously reported a position in AMT as recently as Q4 2024.

Vision Financial Markets first reported a position in AMT in Q4 2024 and has held it in 2 quarters since. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Vision Financial Markets held 3,400 shares of American Tower worth $556K as of Q2 2026.
  • American Tower was a new Vision Financial Markets position in Q2 2026.
  • American Tower made up 0.48% of Vision Financial Markets's portfolio in Q2 2026, its #34 holding.
  • Vision Financial Markets first reported a position in American Tower in Q4 2024 and has held it in 2 quarters since.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.