Mount Yale Investment Advisors’s American Tower AMT Stock Holding History

Mount Yale Investment Advisors’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	$1.6M	Sell	9,677 -1,086	-10%	-$195K	0.03%	463
2026 Q1	$1.86M	Buy	10,763 +3,878	+56%	+$698K	0.04%	384
2025 Q4	$1.22M	Buy	6,885 +2,347	+52%	+$427K	0.06%	284
2025 Q3	$880K	Buy	4,538 +4,245	+1,449%	+$884K	0.06%	305
2025 Q2	$64.9K	Buy	+293	New	+$63.3K	0.01%	742
2024 Q1	–	Sell	-1,376	Closed	-$297K	–	537
2023 Q4	$297K	Buy	+1,376	New	+$260K	0.03%	412
2021 Q2	–	Sell	-4,159	Closed	-$994K	–	425
2021 Q1	$994K	Buy	+4,159	New	+$926K	0.13%	164
2018 Q4	–	Sell	-718	Closed	-$113K	–	338
2018 Q3	$113K	Hold	718	–	–	0.02%	400
2018 Q2	$104K	Buy	718 +560	+354%	+$77.8K	0.02%	446
2018 Q1	$23K	Buy	+158	New	+$22.3K	﹤0.01%	742

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AMT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its American Tower (AMT) stake by 10% in Q2 2026, selling an estimated $195K and leaving 9,677 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #463.

Mount Yale Investment Advisors first reported a position in AMT in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2026. 1,757 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Mount Yale Investment Advisors held 9,677 shares of American Tower worth $1.6M as of Q2 2026.
Mount Yale Investment Advisors sold 1,086 American Tower shares in Q2 2026, an estimated $195K.
American Tower made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #463 holding.
Mount Yale Investment Advisors first reported a position in American Tower in Q1 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's American Tower position peaked at $1.86M in Q1 2026.
1,757 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.