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Chancellor Financial Group WB’s American Tower AMT Stock Holding History

Chancellor Financial Group WB’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 		$335K Hold
2,045
– – 0.21% 99
2026
Q1 		$353K Sell
2,045
-75
-4% -$13.5K 0.25% 77
2025
Q4 		$372K Sell
2,120
-163
-7% -$29.7K 0.25% 80
2025
Q3 		$439K Hold
2,283
– – 0.31% 63
2025
Q2 		$505K Sell
2,283
-90
-4% -$19.4K 0.39% 54
2025
Q1 		$516K Sell
2,373
-49
-2% -$9.61K 0.43% 52
2024
Q4 		$444K Buy
+2,422
New +$502K 0.36% 57

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

Chancellor Financial Group WB's AMT Position: Q2 2026 in Review

Chancellor Financial Group WB held its American Tower (AMT) position steady in Q2 2026 at 2,045 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #99.

Chancellor Financial Group WB first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q1 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Chancellor Financial Group WB held 2,045 shares of American Tower worth $335K as of Q2 2026.
  • Chancellor Financial Group WB left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.21% of Chancellor Financial Group WB's portfolio in Q2 2026, its #99 holding.
  • Chancellor Financial Group WB first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's American Tower position peaked at $516K in Q1 2025.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.