Jeppson Wealth Management’s American Tower AMT Stock Holding History

Jeppson 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 Q1	$280K	Hold	1,620	–	–	0.09%	182
2025 Q4	$284K	Sell	1,620 -85	-5%	-$15.5K	0.09%	173
2025 Q3	$328K	Hold	1,705	–	–	0.1%	166
2025 Q2	$377K	Hold	1,705	–	–	0.13%	139
2025 Q1	$371K	Sell	1,705 -5	-0.3%	-$981	0.14%	140
2024 Q4	$314K	Hold	1,710	–	–	0.11%	146
2024 Q3	$398K	Hold	1,710	–	–	0.14%	137
2024 Q2	$332K	Buy	1,710 +75	+5%	+$14K	0.13%	149
2024 Q1	$323K	Sell	1,635 -15	-0.9%	-$2.99K	0.13%	154
2023 Q4	$356K	Buy	+1,650	New	+$312K	0.15%	142
2020 Q4	–	Sell	-509	Closed	-$123K	–	151
2020 Q3	$123K	Buy	+509	New	+$129K	0.1%	154

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jeppson Wealth Management's AMT Position: Q1 2026 in Review

Jeppson Wealth Management held its American Tower (AMT) position steady in Q1 2026 at 1,620 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #182.

Jeppson Wealth Management first reported a position in AMT in Q3 2020 and has held it in 11 quarters since. The position peaked at $398K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Jeppson Wealth Management held 1,620 shares of American Tower worth $280K as of Q1 2026.
Jeppson Wealth Management left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #182 holding.
Jeppson Wealth Management first reported a position in American Tower in Q3 2020 and has held it in 11 quarters since.
Jeppson Wealth Management's American Tower position peaked at $398K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.