MWM
AMT icon

MBE Wealth Management’s American Tower AMT Stock Holding History

MBE 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 		$288K Buy
1,668
+4
+0.2% +$720 0.12% 115
2025
Q4 		$292K Buy
1,664
+75
+5% +$13.6K 0.12% 107
2025
Q3 		$306K Sell
1,589
-156
-9% -$32.5K 0.13% 98
2025
Q2 		$386K Buy
1,745
+90
+5% +$19.4K 0.17% 74
2025
Q1 		$360K Buy
+1,655
New +$325K 0.17% 74

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

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

MBE Wealth Management increased its American Tower (AMT) stake by 0.24% in Q1 2026, buying an estimated $720 and bringing the position to 1,668 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #115.

MBE Wealth Management first reported a position in AMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $386K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • MBE Wealth Management held 1,668 shares of American Tower worth $288K as of Q1 2026.
  • MBE Wealth Management bought 4 American Tower shares in Q1 2026, an estimated $720.
  • American Tower made up 0.12% of MBE Wealth Management's portfolio in Q1 2026, its #115 holding.
  • MBE Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 5 quarters since.
  • MBE Wealth Management's American Tower position peaked at $386K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on MBE Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.