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Mattern Wealth Management’s American Tower AMT Stock Holding History

Mattern 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
Q1 		$463K Sell
2,681
-45
-2% -$8.1K 0.09% 93
2025
Q4 		$479K Sell
2,726
-444
-14% -$80.8K 0.09% 94
2025
Q3 		$610K Sell
3,170
-15
-0.5% -$3.13K 0.12% 78
2025
Q2 		$704K Sell
3,185
-34
-1% -$7.34K 0.15% 73
2025
Q1 		$700K Sell
3,219
-315
-9% -$61.8K 0.15% 78
2024
Q4 		$648K Sell
3,534
-830
-19% -$172K 0.14% 85
2024
Q3 		$1.01M Sell
4,364
-403
-8% -$89.4K 0.22% 70
2024
Q2 		$927K Sell
4,767
-6,220
-57% -$1.16M 0.22% 78
2024
Q1 		$2.17M Sell
10,987
-828
-7% -$165K 0.53% 61
2023
Q4 		$2.55M Buy
11,815
+814
+7% +$154K 0.66% 46
2023
Q3 		$1.81M Sell
11,001
-66
-0.6% -$12.1K 0.53% 52
2023
Q2 		$2.15M Buy
11,067
+722
+7% +$141K 0.63% 45
2023
Q1 		$2.11M Sell
10,345
-896
-8% -$188K 0.7% 43
2022
Q4 		$2.38M Sell
11,241
-27
-0.2% -$5.62K 0.96% 33
2022
Q3 		$2.42M Sell
11,268
-76
-0.7% -$19.5K 0.97% 28
2022
Q2 		$2.9M Sell
11,344
-125
-1% -$31.4K 1.13% 23
2022
Q1 		$2.88M Buy
11,469
+1,178
+11% +$287K 0.94% 30
2021
Q4 		$3.01M Buy
10,291
+62
+0.6% +$16.9K 0.88% 32
2021
Q3 		$2.71M Sell
10,229
-33
-0.3% -$9.41K 0.91% 29
2021
Q2 		$2.9M Buy
10,262
+178
+2% +$45.4K 0.92% 30
2021
Q1 		$2.41M Sell
10,084
-1,322
-12% -$294K 0.85% 32
2020
Q4 		$2.56M Buy
+11,406
New +$2.65M 0.97% 27
2020
Q1 		– Sell
-12,663
Closed -$2.91M – 117
2019
Q4 		$2.91M Buy
+12,663
New +$2.76M 1.75% 8

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mattern Wealth Management's AMT Position: Q1 2026 in Review

Mattern Wealth Management reduced its American Tower (AMT) stake by 1.7% in Q1 2026, selling an estimated $8.1K and leaving 2,681 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #93.

Mattern Wealth Management first reported a position in AMT in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.01M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Mattern Wealth Management held 2,681 shares of American Tower worth $463K as of Q1 2026.
  • Mattern Wealth Management sold 45 American Tower shares in Q1 2026, an estimated $8.1K.
  • American Tower made up 0.09% of Mattern Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Mattern Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 23 quarters since.
  • Mattern Wealth Management's American Tower position peaked at $3.01M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.