PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s American Tower AMT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$65.6K	Hold	401	–	–	0.02%	288
2026 Q1	$69.2K	Hold	401	–	–	0.02%	267
2025 Q4	$70.4K	Sell	401 -20	-5%	-$3.64K	0.02%	265
2025 Q3	$81K	Hold	421	–	–	0.03%	229
2025 Q2	$93K	Hold	421	–	–	0.03%	207
2025 Q1	$91.6K	Hold	421	–	–	0.03%	208
2024 Q4	$77.2K	Hold	421	–	–	0.03%	209
2024 Q3	$97.9K	Sell	421 -9	-2%	-$2K	0.05%	165
2024 Q2	$83.6K	Hold	430	–	–	0.05%	165
2024 Q1	$85K	Hold	430	–	–	0.06%	158
2023 Q4	$92.8K	Sell	430 -62	-13%	-$11.7K	0.06%	146
2023 Q3	$80.9K	Sell	492 -13,823	-97%	-$2.52M	0.06%	142
2023 Q2	$95.4K	Buy	14,315 +13,823	+2,810%	+$2.7M	0.07%	132
2023 Q1	$101K	Hold	492	–	–	0.08%	118
2022 Q4	$104K	Buy	+492	New	+$102K	0.09%	115

Other funds holding AMT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AMT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its American Tower (AMT) position steady in Q2 2026 at 401 shares worth $65.6K. The position accounts for 0.02% of the portfolio, ranked #288.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $104K in Q4 2022. 1,008 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 401 shares of American Tower worth $65.6K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #288 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s American Tower position peaked at $104K in Q4 2022.
1,008 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.