MBM Wealth Consultants
AMT icon

MBM Wealth Consultants’s American Tower AMT Stock Holding History

MBM Wealth Consultants’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 		$589K Buy
3,600
+748
+26% +$128K 0.11% 91
2026
Q2 		$467K Buy
2,852
+489
+21% +$88K 0.09% 99
2026
Q1 		$408K Buy
2,363
+187
+9% +$33.6K 0.09% 96
2025
Q4 		$382K Buy
2,176
+224
+11% +$40.8K 0.09% 93
2025
Q3 		$375K Buy
1,952
+140
+8% +$29.2K 0.09% 91
2025
Q2 		$400K Buy
1,812
+82
+5% +$17.7K 0.11% 85
2025
Q1 		$376K Buy
+1,730
New +$339K 0.11% 83

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MBM Wealth Consultants's AMT Position: Q3 2026 in Review

MBM Wealth Consultants increased its American Tower (AMT) stake by 26% in Q3 2026, buying an estimated $128K and bringing the position to 3,600 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #91.

MBM Wealth Consultants first reported a position in AMT in Q1 2025 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • MBM Wealth Consultants held 3,600 shares of American Tower worth $589K as of Q3 2026.
  • MBM Wealth Consultants bought 748 American Tower shares in Q3 2026, an estimated $128K.
  • American Tower made up 0.11% of MBM Wealth Consultants's portfolio in Q3 2026, its #91 holding.
  • MBM Wealth Consultants first reported a position in American Tower in Q1 2025 and has held it in 7 quarters since.
  • 948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.