Measured Wealth Private Client Group’s American Tower AMT Stock Holding History

Measured Wealth Private Client Group’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	$44K	Sell	269 -86	-24%	-$15.5K	0.01%	347
2026 Q1	$61.3K	Buy	355 +21	+6%	+$3.78K	0.02%	276
2025 Q4	$58.6K	Buy	334 +153	+85%	+$27.8K	0.02%	294
2025 Q3	$34.8K	Buy	+181	New	+$37.7K	0.01%	354
2022 Q1	–	Sell	-736	Closed	-$215K	–	171
2021 Q4	$215K	Buy	+736	New	+$201K	0.08%	154
2018 Q4	–	Sell	-1,195	Closed	-$171K	–	132
2018 Q3	$171K	Buy	+1,195	New	+$175K	0.1%	159

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Measured Wealth Private Client Group's AMT Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its American Tower (AMT) stake by 24% in Q2 2026, selling an estimated $15.5K and leaving 269 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #347.

Measured Wealth Private Client Group first reported a position in AMT in Q3 2018 and has held it in 6 quarters since. The position peaked at $215K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Measured Wealth Private Client Group held 269 shares of American Tower worth $44K as of Q2 2026.
Measured Wealth Private Client Group sold 86 American Tower shares in Q2 2026, an estimated $15.5K.
American Tower made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #347 holding.
Measured Wealth Private Client Group first reported a position in American Tower in Q3 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's American Tower position peaked at $215K in Q4 2021.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.