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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
Q2 		$324K Sell
1,979
-702
-26% -$126K 0.05% 145
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 $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

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

Mattern Wealth Management reduced its American Tower (AMT) stake by 26% in Q2 2026, selling an estimated $126K and leaving 1,979 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #145.

Mattern Wealth Management first reported a position in AMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2021. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Mattern Wealth Management held 1,979 shares of American Tower worth $324K as of Q2 2026.
  • Mattern Wealth Management sold 702 American Tower shares in Q2 2026, an estimated $126K.
  • American Tower made up 0.05% of Mattern Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Mattern Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 24 quarters since.
  • Mattern Wealth Management's American Tower position peaked at $3.01M in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.