Modern Wealth Management’s American Tower AMT Stock Holding History

Modern 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	$521K	Buy	3,187 +511	+19%	+$92K	0.01%	707
2026 Q1	$458K	Buy	+2,676	New	+$482K	0.01%	595
2025 Q4	–	Sell	-2,029	Closed	-$390K	–	844
2025 Q3	$390K	Sell	2,029 -1,294	-39%	-$270K	0.01%	568
2025 Q2	$735K	Sell	3,323 -685	-17%	-$148K	0.02%	417
2025 Q1	$872K	Sell	4,008 -1,466	-27%	-$288K	0.03%	321
2024 Q4	$1M	Buy	+5,474	New	+$1.13M	0.04%	257

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

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

Modern Wealth Management increased its American Tower (AMT) stake by 19% in Q2 2026, buying an estimated $92K and bringing the position to 3,187 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #707.

Modern Wealth Management first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Modern Wealth Management held 3,187 shares of American Tower worth $521K as of Q2 2026.
Modern Wealth Management bought 511 American Tower shares in Q2 2026, an estimated $92K.
American Tower made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #707 holding.
Modern Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's American Tower position peaked at $1M in Q4 2024.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.