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JPL Wealth Management’s American Tower AMT Stock Holding History

JPL 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 		$28K Sell
171
-150
-47% -$27K 0.01% 368
2026
Q1 		$55.4K Buy
+321
New +$57.8K 0.01% 224
2025
Q4 		– Sell
-122
Closed -$23.5K – 163
2025
Q3 		$23.5K Buy
+122
New +$25.4K 0.01% 373

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

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

JPL Wealth Management reduced its American Tower (AMT) stake by 47% in Q2 2026, selling an estimated $27K and leaving 171 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #368.

JPL Wealth Management first reported a position in AMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $55.4K in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • JPL Wealth Management held 171 shares of American Tower worth $28K as of Q2 2026.
  • JPL Wealth Management sold 150 American Tower shares in Q2 2026, an estimated $27K.
  • American Tower made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #368 holding.
  • JPL Wealth Management first reported a position in American Tower in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's American Tower position peaked at $55.4K in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.