JWWM
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Johnson & White Wealth Management’s American Tower AMT Stock Holding History

Johnson & White 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 		$301K Sell
1,841
-77
-4% -$13.9K 0.11% 97
2026
Q1 		$331K Sell
1,918
-18
-0.9% -$3.24K 0.14% 90
2025
Q4 		$340K Sell
1,936
-17
-0.9% -$3.09K 0.15% 90
2025
Q3 		$376K Hold
1,953
– – 0.17% 82
2025
Q2 		$432K Buy
1,953
+1
+0.1% +$216 0.22% 74
2025
Q1 		$425K Buy
1,952
+1
+0.1% +$196 0.24% 69
2024
Q4 		$353K Buy
1,951
+1
+0.1% +$207 0.21% 72
2024
Q3 		$454K Hold
1,950
– – 0.39% 38
2024
Q2 		$379K Buy
1,950
+1
+0.1% +$187 0.36% 39
2024
Q1 		$385K Buy
1,949
+67
+4% +$13.3K 0.28% 61
2023
Q4 		$406K Buy
1,882
+1
+0.1% +$189 0.34% 59
2023
Q3 		$309K Hold
1,881
– – 0.28% 60
2023
Q2 		$365K Buy
1,881
+1
+0.1% +$196 0.5% 29
2023
Q1 		$384K Buy
+1,880
New +$394K 0.34% 58
2022
Q4 		– Sell
-2,210
Closed -$474K – 80
2022
Q3 		$474K Buy
+2,210
New +$568K 0.53% 46

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Johnson & White Wealth Management's AMT Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its American Tower (AMT) stake by 4% in Q2 2026, selling an estimated $13.9K and leaving 1,841 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #97.

Johnson & White Wealth Management first reported a position in AMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $474K in Q3 2022. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Johnson & White Wealth Management held 1,841 shares of American Tower worth $301K as of Q2 2026.
  • Johnson & White Wealth Management sold 77 American Tower shares in Q2 2026, an estimated $13.9K.
  • American Tower made up 0.11% of Johnson & White Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Johnson & White Wealth Management first reported a position in American Tower in Q3 2022 and has held it in 15 quarters since.
  • Johnson & White Wealth Management's American Tower position peaked at $474K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.