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Jupiter Wealth Management’s American Tower AMT Stock Holding History

Jupiter 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 		$3.15M Sell
19,239
-599
-3% -$108K 1.26% 21
2026
Q1 		$3.45M Hold
19,838
– – 1.36% 19
2025
Q4 		$3.73M Hold
19,838
– – 1.66% 19
2025
Q3 		$3.82M Hold
19,838
– – 1.8% 16
2025
Q2 		$4.05M Sell
19,838
-673
-3% -$145K 2.05% 15
2025
Q1 		$4.41M Sell
20,511
-1,094
-5% -$215K 2.67% 12
2024
Q4 		$3.96M Sell
21,605
-473
-2% -$98K 1.99% 15
2024
Q3 		$5.13M Hold
22,078
– – 2.63% 11
2024
Q2 		$4.87M Sell
22,078
-1,272
-5% -$238K 2.58% 10
2024
Q1 		$4.23M Sell
23,350
-2,473
-10% -$493K 2.24% 14
2023
Q4 		$5.57M Buy
25,823
+830
+3% +$157K 3.28% 8
2023
Q3 		$4.59M Buy
24,993
+4,192
+20% +$766K 2.98% 10
2023
Q2 		$4.03M Buy
20,801
+13
+0.1% +$2.54K 3.46% 7
2023
Q1 		$4.25M Sell
20,788
-3,327
-14% -$698K 3.91% 6
2022
Q4 		$5.11M Hold
24,115
– – 4.94% 6
2022
Q3 		$5.18M Sell
24,115
-399
-2% -$103K 5.19% 5
2022
Q2 		$6.26M Hold
24,514
– – 5.71% 4
2022
Q1 		$6.16M Sell
24,514
-2,431
-9% -$593K 3.85% 5
2021
Q4 		$7.88M Sell
26,945
-1,565
-5% -$428K 4.09% 6
2021
Q3 		$7.87M Hold
28,510
– – 3.71% 8
2021
Q2 		$8.04M Sell
28,510
-1,392
-5% -$355K 3.85% 7
2021
Q1 		$7.49M Buy
29,902
+845
+3% +$188K 3.78% 9
2020
Q4 		$6.52M Sell
29,057
-445
-2% -$103K 3.99% 10
2020
Q3 		$7.13M Sell
29,502
-12,960
-31% -$3.29M 5.03% 3
2020
Q2 		$11.1M Sell
42,462
-356
-0.8% -$88.1K 5.54% 1
2020
Q1 		$10M Sell
42,818
-6,697
-14% -$1.56M 5.84% 1
2019
Q4 		$11.6M Sell
49,515
-112
-0.2% -$24.4K 5.6% 2
2019
Q3 		$11M Sell
49,627
-376
-0.8% -$82.1K 5.86% 1
2019
Q2 		$10.4M Sell
50,003
-187
-0.4% -$37.6K 5.17% 2
2019
Q1 		$9.68M Buy
+50,190
New +$8.8M 4.66% 3

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

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

Jupiter Wealth Management reduced its American Tower (AMT) stake by 3% in Q2 2026, selling an estimated $108K and leaving 19,239 shares worth $3.15M. The position accounts for 1.26% of the portfolio, ranked #21.

Jupiter Wealth Management first reported a position in AMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.6M in Q4 2019. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Jupiter Wealth Management held 19,239 shares of American Tower worth $3.15M as of Q2 2026.
  • Jupiter Wealth Management sold 599 American Tower shares in Q2 2026, an estimated $108K.
  • American Tower made up 1.26% of Jupiter Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Jupiter Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 30 quarters since.
  • Jupiter Wealth Management's American Tower position peaked at $11.6M in Q4 2019.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.