Wealth Enhancement Advisory Services
AMT icon

Wealth Enhancement Advisory Services’s American Tower AMT Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.7M Sell
129,999
-83,094
-39% -$15M 0.04% 412
2026
Q1 		$36.8M Buy
213,093
+9,125
+4% +$1.64M 0.07% 253
2025
Q4 		$35.9M Sell
203,968
-73,197
-26% -$13.3M 0.05% 325
2025
Q3 		$51.8M Sell
277,165
-13,587
-5% -$2.83M 0.08% 236
2025
Q2 		$64.5M Buy
290,752
+14,219
+5% +$3.07M 0.11% 187
2025
Q1 		$60.2M Buy
276,533
+1,205
+0.4% +$236K 0.12% 175
2024
Q4 		$50.5M Sell
275,328
-7,141
-3% -$1.48M 0.1% 201
2024
Q3 		$65.7M Buy
282,469
+2,470
+0.9% +$548K 0.14% 145
2024
Q2 		$54.4M Buy
279,999
+30,844
+12% +$5.77M 0.13% 159
2024
Q1 		$49.2M Buy
249,155
+25,177
+11% +$5.01M 0.13% 163
2023
Q4 		$48.4M Sell
223,978
-10,017
-4% -$1.89M 0.14% 152
2023
Q3 		$38.5M Buy
+233,995
New +$42.7M 0.13% 165
2020
Q4 		– Sell
-9,703
Closed -$2.39M – 217
2020
Q3 		$2.39M Buy
+9,703
New +$2.46M 0.06% 102
2020
Q2 		– Sell
-16,053
Closed -$3.91M – 213
2020
Q1 		$3.91M Buy
+16,053
New +$3.74M 0.14% 72
2019
Q4 		– Sell
-5,030
Closed -$1.13M – 207
2019
Q3 		$1.13M Sell
5,030
-5,344
-52% -$1.17M 0.05% 142
2019
Q2 		$2.13M Sell
10,374
-203
-2% -$40.8K 0.09% 90
2019
Q1 		$2.05M Buy
+10,577
New +$1.86M 0.12% 80
2018
Q4 		– Sell
-15,203
Closed -$2.31M – 166
2018
Q3 		$2.31M Sell
15,203
-5,121
-25% -$751K 0.14% 53
2018
Q2 		$2.89M Sell
20,324
-2,498
-11% -$347K 0.18% 49
2018
Q1 		$3.16M Buy
+22,822
New +$3.22M 0.21% 46

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

Wealth Enhancement Advisory Services's AMT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its American Tower (AMT) stake by 39% in Q2 2026, selling an estimated $15M and leaving 129,999 shares worth $21.7M. The position accounts for 0.04% of the portfolio, ranked #412.

Wealth Enhancement Advisory Services first reported a position in AMT in Q1 2018 and has held it in 20 quarters since. The position peaked at $65.7M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 129,999 shares of American Tower worth $21.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 83,094 American Tower shares in Q2 2026, an estimated $15M.
  • American Tower made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #412 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Tower in Q1 2018 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's American Tower position peaked at $65.7M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.