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Wealth Preservation Advisors’s American Tower AMT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-161
Closed -$27.8K – 131
2026
Q1 		$27.8K Buy
161
+126
+360% +$22.7K 0.02% 266
2025
Q4 		$6.14K Sell
35
-5
-13% -$910 ﹤0.01% 353
2025
Q3 		$7.69K Buy
40
+1
+3% +$208 ﹤0.01% 314
2025
Q2 		$8.62K Buy
39
+3
+8% +$648 0.01% 303
2025
Q1 		$7.83K Buy
+36
New +$7.06K 0.01% 332

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 Preservation Advisors's AMT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 161 shares — an estimated $27.8K sold.

Wealth Preservation Advisors first reported a position in AMT in Q1 2025 and held it in 5 quarters. The position peaked at $27.8K in Q1 2026. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 161 American Tower shares in Q2 2026, an estimated $27.8K.
  • Wealth Preservation Advisors first reported a position in American Tower in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's American Tower position peaked at $27.8K in Q1 2026.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.