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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
Q2 		$33K Hold
202
– – 0.05% 162
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AMT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its American Tower (AMT) position steady in Q2 2026 at 202 shares worth $33K. The position accounts for 0.05% of the portfolio, ranked #162.

Mowery & Schoenfeld Wealth Management first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.5K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 202 shares of American Tower worth $33K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's American Tower position peaked at $85.5K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.