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Mission Wealth Management’s American Tower AMT Stock Holding History

Mission 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 		$4.37M Buy
26,721
+24,617
+1,170% +$4.43M 0.05% 191
2026
Q1 		$363K Sell
2,104
-328
-13% -$59K 0.01% 569
2025
Q4 		$427K Buy
2,432
+176
+8% +$32K 0.01% 528
2025
Q3 		$434K Sell
2,256
-983
-30% -$205K 0.01% 519
2025
Q2 		$716K Buy
3,239
+191
+6% +$41.2K 0.02% 395
2025
Q1 		$663K Buy
3,048
+953
+45% +$187K 0.02% 391
2024
Q4 		$384K Sell
2,095
-26
-1% -$5.39K 0.01% 493
2024
Q3 		$493K Buy
2,121
+27
+1% +$5.99K 0.01% 431
2024
Q2 		$407K Buy
2,094
+295
+16% +$55.1K 0.01% 458
2024
Q1 		$356K Buy
1,799
+76
+4% +$15.1K 0.01% 518
2023
Q4 		$372K Sell
1,723
-363
-17% -$68.6K 0.01% 433
2023
Q3 		$343K Buy
2,086
+189
+10% +$34.5K 0.01% 422
2023
Q2 		$368K Sell
1,897
-50
-3% -$9.78K 0.01% 411
2023
Q1 		$398K Sell
1,947
-22
-1% -$4.62K 0.02% 389
2022
Q4 		$417K Buy
1,969
+166
+9% +$34.6K 0.02% 356
2022
Q3 		$387K Sell
1,803
-14
-0.8% -$3.6K 0.02% 341
2022
Q2 		$464K Buy
1,817
+256
+16% +$64.2K 0.02% 311
2022
Q1 		$392K Sell
1,561
-33
-2% -$8.05K 0.02% 364
2021
Q4 		$466K Buy
1,594
+92
+6% +$25.1K 0.02% 323
2021
Q3 		$399K Buy
1,502
+143
+11% +$40.8K 0.02% 342
2021
Q2 		$367K Buy
1,359
+220
+19% +$56.1K 0.02% 348
2021
Q1 		$272K Sell
1,139
-21
-2% -$4.68K 0.02% 380
2020
Q4 		$260K Sell
1,160
-88
-7% -$20.5K 0.02% 356
2020
Q3 		$302K Buy
1,248
+100
+9% +$25.4K 0.02% 275
2020
Q2 		$297K Sell
1,148
-112
-9% -$27.7K 0.03% 257
2020
Q1 		$274K Sell
1,260
-31
-2% -$7.21K 0.03% 226
2019
Q4 		$297K Buy
1,291
+109
+9% +$23.7K 0.03% 255
2019
Q3 		$261K Buy
1,182
+15
+1% +$3.27K 0.03% 257
2019
Q2 		$239K Buy
1,167
+28
+2% +$5.63K 0.03% 271
2019
Q1 		$224K Buy
+1,139
New +$200K 0.03% 286
2018
Q2 		– Sell
-2,034
Closed -$296K – 268
2018
Q1 		$296K Buy
2,034
+120
+6% +$16.9K 0.05% 163
2017
Q4 		$273K Sell
1,914
-275
-13% -$39.3K 0.05% 163
2017
Q3 		$299K Buy
2,189
+221
+11% +$30.8K 0.05% 140
2017
Q2 		$260K Sell
1,968
-21
-1% -$2.69K 0.05% 147
2017
Q1 		$242K Buy
+1,989
New +$219K 0.05% 157

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Mission Wealth Management increased its American Tower (AMT) stake by 1,170% in Q2 2026, buying an estimated $4.43M and bringing the position to 26,721 shares worth $4.37M. The position accounts for 0.05% of the portfolio, ranked #191.

Mission Wealth Management first reported a position in AMT in Q1 2017 and has held it in 35 quarters since. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Mission Wealth Management held 26,721 shares of American Tower worth $4.37M as of Q2 2026.
  • Mission Wealth Management bought 24,617 American Tower shares in Q2 2026, an estimated $4.43M.
  • American Tower made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Mission Wealth Management first reported a position in American Tower in Q1 2017 and has held it in 35 quarters since.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.