Wiser Advisor Group’s American Tower AMT Stock Holding History

Wiser Advisor 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	$79.3K	Buy	485 +5	+1%	+$900	0.09%	70
2026 Q1	$82.8K	Buy	480 +5	+1%	+$900	0.1%	68
2025 Q4	$83.4K	Sell	475 -9	-2%	-$1.64K	0.1%	72
2025 Q3	$93.1K	Buy	+484	New	+$101K	0.12%	69
2025 Q2	–	Sell	-478	Closed	-$104K	–	56
2025 Q1	$104K	Buy	478 +4	+0.8%	+$785	0.15%	64
2024 Q4	$87K	Buy	474 +3	+0.6%	+$622	0.13%	72
2024 Q3	$109K	Buy	471 +3	+0.6%	+$665	0.16%	65
2024 Q2	$90.8K	Buy	468 +6	+1%	+$1.12K	0.14%	70
2024 Q1	$91.5K	Buy	462 +3	+0.7%	+$598	0.14%	67
2023 Q4	$99.1K	Buy	+459	New	+$86.7K	0.16%	59

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wiser Advisor Group's AMT Position: Q2 2026 in Review

Wiser Advisor Group increased its American Tower (AMT) stake by 1% in Q2 2026, buying an estimated $900 and bringing the position to 485 shares worth $79.3K. The position accounts for 0.09% of the portfolio, ranked #70.

Wiser Advisor Group first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $109K in Q3 2024. 1,750 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Wiser Advisor Group held 485 shares of American Tower worth $79.3K as of Q2 2026.
Wiser Advisor Group bought 5 American Tower shares in Q2 2026, an estimated $900.
American Tower made up 0.09% of Wiser Advisor Group's portfolio in Q2 2026, its #70 holding.
Wiser Advisor Group first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's American Tower position peaked at $109K in Q3 2024.
1,750 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.