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 Q2	$259K	Sell	1,586 -34	-2%	-$6.12K	0.08%	206
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Jeppson Wealth Management reduced its American Tower (AMT) stake by 2.1% in Q2 2026, selling an estimated $6.12K and leaving 1,586 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #206.

Jeppson Wealth Management first reported a position in AMT in Q3 2020 and has held it in 12 quarters since. The position peaked at $398K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Jeppson Wealth Management held 1,586 shares of American Tower worth $259K as of Q2 2026.
Jeppson Wealth Management sold 34 American Tower shares in Q2 2026, an estimated $6.12K.
American Tower made up 0.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #206 holding.
Jeppson Wealth Management first reported a position in American Tower in Q3 2020 and has held it in 12 quarters since.
Jeppson Wealth Management's American Tower position peaked at $398K in Q3 2024.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.