RWB
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RMR Wealth Builders’s American Tower AMT Stock Holding History

RMR Wealth Builders’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 		$1.38M Sell
8,447
-9,565
-53% -$1.72M 0.09% 107
2026
Q1 		$3.11M Buy
18,012
+4,848
+37% +$872K 0.24% 62
2025
Q4 		$2.31M Buy
13,164
+930
+8% +$169K 0.18% 77
2025
Q3 		$2.35M Buy
12,234
+1,513
+14% +$315K 0.2% 65
2025
Q2 		$2.37M Buy
10,721
+465
+5% +$100K 0.22% 60
2025
Q1 		$2.23M Buy
10,256
+1,258
+14% +$247K 0.23% 56
2024
Q4 		$1.65M Buy
8,998
+1,008
+13% +$209K 0.17% 73
2024
Q3 		$1.86M Sell
7,990
-206
-3% -$45.7K 0.2% 63
2024
Q2 		$1.59M Buy
8,196
+1,531
+23% +$286K 0.18% 71
2024
Q1 		$1.32M Buy
6,665
+1,014
+18% +$202K 0.16% 81
2023
Q4 		$1.22M Buy
5,651
+1,231
+28% +$233K 0.17% 72
2023
Q3 		$727K Buy
4,420
+2,595
+142% +$474K 0.12% 96
2023
Q2 		$357K Buy
1,825
+50
+3% +$9.78K 0.06% 146
2023
Q1 		$363K Buy
1,775
+11
+0.6% +$2.31K 0.07% 140
2022
Q4 		$374K Buy
1,764
+7
+0.4% +$1.46K 0.08% 123
2022
Q3 		$377K Buy
1,757
+62
+4% +$15.9K 0.09% 116
2022
Q2 		$436K Sell
1,695
-484
-22% -$121K 0.11% 118
2022
Q1 		$547K Buy
2,179
+1,416
+186% +$346K 0.12% 113
2021
Q4 		$224K Sell
763
-1,820
-70% -$497K 0.06% 109
2021
Q3 		$686K Buy
2,583
+3
+0.1% +$855 0.2% 77
2021
Q2 		$700K Sell
2,580
-35
-1% -$8.92K 0.23% 69
2021
Q1 		$625K Buy
2,615
+209
+9% +$46.5K 0.16% 85
2020
Q4 		$540K Sell
2,406
-264
-10% -$61.4K 0.27% 71
2020
Q3 		$645K Buy
2,670
+822
+44% +$208K 0.17% 94
2020
Q2 		$478K Buy
+1,848
New +$457K 0.43% 54
2019
Q4 		$425K Buy
+1,848
New +$403K 0.41% 52

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 $3.37T AUM 44.26% 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

RMR Wealth Builders's AMT Position: Q2 2026 in Review

RMR Wealth Builders reduced its American Tower (AMT) stake by 53% in Q2 2026, selling an estimated $1.72M and leaving 8,447 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #107.

RMR Wealth Builders first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.11M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • RMR Wealth Builders held 8,447 shares of American Tower worth $1.38M as of Q2 2026.
  • RMR Wealth Builders sold 9,565 American Tower shares in Q2 2026, an estimated $1.72M.
  • American Tower made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #107 holding.
  • RMR Wealth Builders first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's American Tower position peaked at $3.11M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.