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Planning Strategies Inc.’s American Tower AMT Stock Holding History

Planning Strategies Inc.’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 		$39.6K Buy
+242
New +$43.6K 0.02% 178

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s AMT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in American Tower (AMT) in Q2 2026: 242 shares worth $39.6K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

597 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Planning Strategies Inc. held 242 shares of American Tower worth $39.6K as of Q2 2026.
  • American Tower was a new Planning Strategies Inc. position in Q2 2026.
  • American Tower made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #178 holding.
  • 597 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.