Mowery & Schoenfeld Wealth Management’s American Tower AMT Stock Holding History

Mowery & Schoenfeld 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 Q1	$34.9K	Sell	202 -24	-11%	-$4.32K	0.05%	146
2025 Q4	$39.7K	Buy	226 +24	+12%	+$4.37K	0.06%	152
2025 Q3	$38.8K	Sell	202 -185	-48%	-$38.5K	0.07%	134
2025 Q2	$85.5K	Hold	387	–	–	0.13%	87
2025 Q1	$84.2K	Hold	387	–	–	0.17%	93
2024 Q4	$71K	Buy	387 +230	+146%	+$47.7K	0.14%	88
2024 Q3	$36.5K	Hold	157	–	–	0.06%	117
2024 Q2	$30.5K	Buy	+157	New	+$29.3K	0.04%	124

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AMT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its American Tower (AMT) stake by 11% in Q1 2026, selling an estimated $4.32K and leaving 202 shares worth $34.9K. The position accounts for 0.05% of the portfolio, ranked #146.

Mowery & Schoenfeld Wealth Management first reported a position in AMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.5K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 202 shares of American Tower worth $34.9K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 24 American Tower shares in Q1 2026, an estimated $4.32K.
American Tower made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #146 holding.
Mowery & Schoenfeld Wealth Management first reported a position in American Tower in Q2 2024 and has held it in 8 quarters since.
Mowery & Schoenfeld Wealth Management's American Tower position peaked at $85.5K in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.