BWM
AMT icon

Bullock Wealth Management’s American Tower AMT Stock Holding History

Bullock Wealth Management’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 		$376K Sell
2,266
-58
-2% -$10.4K 0.16% 127
2026
Q1 		$398K Buy
2,324
+17
+0.7% +$3.06K 0.2% 106
2025
Q4 		$405K Buy
2,307
+119
+5% +$21.7K 0.2% 102
2025
Q3 		$423K Buy
2,188
+85
+4% +$17.7K 0.21% 102
2025
Q2 		$472K Buy
2,103
+19
+0.9% +$4.1K 0.25% 94
2025
Q1 		$457K Sell
2,084
-981
-32% -$192K 0.26% 93
2024
Q4 		$562K Sell
3,065
-970
-24% -$201K 0.33% 68
2024
Q3 		$936K Sell
4,035
-23
-0.6% -$5.1K 0.56% 38
2024
Q2 		$787K Sell
4,058
-40
-1% -$7.48K 0.52% 45
2024
Q1 		$791K Buy
+4,098
New +$816K 0.53% 44

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

Bullock Wealth Management's AMT Position: Q2 2026 in Review

Bullock Wealth Management reduced its American Tower (AMT) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 2,266 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #127.

Bullock Wealth Management first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $936K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bullock Wealth Management held 2,266 shares of American Tower worth $376K as of Q2 2026.
  • Bullock Wealth Management sold 58 American Tower shares in Q2 2026, an estimated $10.4K.
  • American Tower made up 0.16% of Bullock Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Bullock Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's American Tower position peaked at $936K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.