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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
Q2 		$268K Sell
1,637
-31
-2% -$5.58K 0.09% 135
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 $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

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

MBE Wealth Management reduced its American Tower (AMT) stake by 1.9% in Q2 2026, selling an estimated $5.58K and leaving 1,637 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #135.

MBE Wealth Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • MBE Wealth Management held 1,637 shares of American Tower worth $268K as of Q2 2026.
  • MBE Wealth Management sold 31 American Tower shares in Q2 2026, an estimated $5.58K.
  • American Tower made up 0.09% of MBE Wealth Management's portfolio in Q2 2026, its #135 holding.
  • MBE Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • MBE Wealth Management's American Tower position peaked at $386K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.