Pension & Wealth Management Advisors’s American Tower AMT Stock Holding History

Pension & Wealth Management 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	$65.6K	Hold	401	–	–	0.02%	288
2026 Q1	$69.2K	Hold	401	–	–	0.02%	267
2025 Q4	$70.4K	Sell	401 -20	-5%	-$3.64K	0.02%	265
2025 Q3	$81K	Hold	421	–	–	0.03%	229
2025 Q2	$93K	Hold	421	–	–	0.03%	207
2025 Q1	$91.6K	Hold	421	–	–	0.03%	208
2024 Q4	$77.2K	Hold	421	–	–	0.03%	209
2024 Q3	$97.9K	Sell	421 -9	-2%	-$2K	0.05%	165
2024 Q2	$83.6K	Hold	430	–	–	0.05%	165
2024 Q1	$85K	Hold	430	–	–	0.06%	158
2023 Q4	$92.8K	Sell	430 -62	-13%	-$11.7K	0.06%	146
2023 Q3	$80.9K	Sell	492 -13,823	-97%	-$2.52M	0.06%	142
2023 Q2	$95.4K	Buy	14,315 +13,823	+2,810%	+$2.7M	0.07%	132
2023 Q1	$101K	Hold	492	–	–	0.08%	118
2022 Q4	$104K	Buy	+492	New	+$102K	0.09%	115

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's AMT Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its American Tower (AMT) position steady in Q2 2026 at 401 shares worth $65.6K. The position accounts for 0.02% of the portfolio, ranked #288.

Pension & Wealth Management Advisors first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $104K in Q4 2022. 1,659 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Pension & Wealth Management Advisors held 401 shares of American Tower worth $65.6K as of Q2 2026.
Pension & Wealth Management Advisors left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #288 holding.
Pension & Wealth Management Advisors first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's American Tower position peaked at $104K in Q4 2022.
1,659 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.