MBE Wealth Management
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
Q3 		$272K Buy
1,659
+22
+1% +$3.78K 0.1% 137
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

MBE Wealth Management's AMT Position: Q3 2026 in Review

MBE Wealth Management increased its American Tower (AMT) stake by 1.3% in Q3 2026, buying an estimated $3.78K and bringing the position to 1,659 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #137.

MBE Wealth Management first reported a position in AMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $386K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • MBE Wealth Management held 1,659 shares of American Tower worth $272K as of Q3 2026.
  • MBE Wealth Management bought 22 American Tower shares in Q3 2026, an estimated $3.78K.
  • American Tower made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #137 holding.
  • MBE Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 7 quarters since.
  • MBE Wealth Management's American Tower position peaked at $386K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.