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VSM Wealth Advisory’s American Tower AMT Stock Holding History

VSM Wealth Advisory’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 		$10.8K Hold
66
– – ﹤0.01% 358
2026
Q1 		$11.4K Hold
66
– – ﹤0.01% 357
2025
Q4 		$11.6K Hold
66
– – ﹤0.01% 319
2025
Q3 		$12.7K Sell
66
-90
-58% -$18.8K ﹤0.01% 321
2025
Q2 		$34.5K Buy
156
+90
+136% +$19.4K 0.01% 253
2025
Q1 		$14.4K Hold
66
– – 0.01% 311
2024
Q4 		$12.1K Buy
+66
New +$13.7K ﹤0.01% 321

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 $3.38T AUM 44.17% 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

VSM Wealth Advisory's AMT Position: Q2 2026 in Review

VSM Wealth Advisory held its American Tower (AMT) position steady in Q2 2026 at 66 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

VSM Wealth Advisory first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • VSM Wealth Advisory held 66 shares of American Tower worth $10.8K as of Q2 2026.
  • VSM Wealth Advisory left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #358 holding.
  • VSM Wealth Advisory first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's American Tower position peaked at $34.5K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.