Mark Sheptoff Financial Planning’s American Tower AMT Stock Holding History

Mark Sheptoff Financial Planning’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	$10.8K	Sell	66 -83	-56%	-$14.9K	0.01%	346
2026 Q1	$26.5K	Hold	149	–	–	0.01%	242
2025 Q4	$26.2K	Hold	149	–	–	0.01%	249
2025 Q3	$28.7K	Sell	149 -100	-40%	-$20.8K	0.01%	240
2025 Q2	$55K	Hold	249	–	–	0.03%	179
2025 Q1	$54.2K	Sell	249 -24	-9%	-$4.71K	0.03%	166
2024 Q4	$50.1K	Hold	273	–	–	0.03%	176
2024 Q3	$63.5K	Hold	273	–	–	0.03%	155
2024 Q2	$53.1K	Hold	273	–	–	0.03%	175
2024 Q1	$53.9K	Hold	273	–	–	0.03%	167
2023 Q4	$58.9K	Hold	273	–	–	0.04%	149
2023 Q3	$44.9K	Hold	273	–	–	0.03%	155
2023 Q2	$52.9K	Hold	273	–	–	0.03%	158
2023 Q1	$55.8K	Hold	273	–	–	0.03%	147
2022 Q4	$57.8K	Hold	273	–	–	0.03%	142
2022 Q3	$59K	Hold	273	–	–	0.04%	135
2022 Q2	$70K	Hold	273	–	–	0.04%	135
2022 Q1	$69K	Hold	273	–	–	0.03%	151
2021 Q4	$80K	Buy	273 +74	+37%	+$20.2K	0.04%	148
2021 Q3	$53K	Hold	199	–	–	0.03%	174
2021 Q2	$54K	Hold	199	–	–	0.03%	179
2021 Q1	$48K	Hold	199	–	–	0.03%	170
2020 Q4	$45K	Buy	199 +17	+9%	+$3.95K	0.03%	165
2020 Q3	$44K	Sell	182 -100	-35%	-$25.4K	0.03%	149
2020 Q2	$73K	Sell	282 -10	-3%	-$2.47K	0.05%	131
2020 Q1	$64K	Hold	292	–	–	0.05%	122
2019 Q4	$67K	Hold	292	–	–	0.04%	134
2019 Q3	$65K	Hold	292	–	–	0.04%	131
2019 Q2	$60K	Hold	292	–	–	0.04%	142
2019 Q1	$58K	Buy	292 +16	+6%	+$2.81K	0.04%	138
2018 Q4	$44K	Hold	276	–	–	0.04%	143
2018 Q3	$40K	Hold	276	–	–	0.03%	186
2018 Q2	$40K	Hold	276	–	–	0.03%	175
2018 Q1	$40K	Buy	276 +100	+57%	+$14.1K	0.03%	174
2017 Q4	$25K	Hold	176	–	–	0.02%	221
2017 Q3	$24K	Hold	176	–	–	0.02%	224
2017 Q2	$23K	Sell	176 -1	-0.6%	-$128	0.02%	218
2017 Q1	$21K	Buy	177 +1	+0.6%	+$110	0.02%	222
2016 Q4	$19K	Hold	176	–	–	0.01%	220
2016 Q3	$20K	Hold	176	–	–	0.01%	215
2016 Q2	$20K	Hold	176	–	–	0.01%	202
2016 Q1	$18K	Hold	176	–	–	0.01%	215
2015 Q4	$17K	Hold	176	–	–	0.01%	233
2015 Q3	$15K	Sell	176 -6	-3%	-$565	0.01%	224
2015 Q2	$17K	Buy	182 +16	+10%	+$1.51K	0.01%	238
2015 Q1	$16K	Hold	166	–	–	0.01%	237
2014 Q4	$16K	Hold	166	–	–	0.01%	234
2014 Q3	$16K	Hold	166	–	–	0.01%	242
2014 Q2	$15K	Hold	166	–	–	0.01%	244
2014 Q1	$14K	Buy	+166	New	+$13.5K	0.01%	255

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

Mark Sheptoff Financial Planning's AMT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its American Tower (AMT) stake by 56% in Q2 2026, selling an estimated $14.9K and leaving 66 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #346.

Mark Sheptoff Financial Planning first reported a position in AMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $80K in Q4 2021. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Mark Sheptoff Financial Planning held 66 shares of American Tower worth $10.8K as of Q2 2026.
Mark Sheptoff Financial Planning sold 83 American Tower shares in Q2 2026, an estimated $14.9K.
American Tower made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #346 holding.
Mark Sheptoff Financial Planning first reported a position in American Tower in Q1 2014 and has held it in 50 quarters since.
Mark Sheptoff Financial Planning's American Tower position peaked at $80K in Q4 2021.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.