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Roberts Wealth Advisors’s American Tower AMT Stock Holding History

Roberts Wealth 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 		$4.53M Buy
27,705
+1,076
+4% +$194K 1.03% 28
2026
Q1 		$4.6M Buy
26,629
+9,786
+58% +$1.76M 1.17% 26
2025
Q4 		$2.96M Sell
16,843
-11,428
-40% -$2.08M 0.77% 42
2025
Q3 		$5.44M Buy
28,271
+617
+2% +$129K 1.45% 19
2025
Q2 		$6.11M Buy
27,654
+873
+3% +$188K 1.76% 14
2025
Q1 		$5.83M Buy
26,781
+947
+4% +$186K 1.8% 15
2024
Q4 		$4.66M Buy
25,834
+618
+2% +$128K 1.42% 23
2024
Q3 		$5.66M Buy
25,216
+555
+2% +$123K 1.83% 14
2024
Q2 		$4.83M Buy
24,661
+793
+3% +$148K 1.65% 15
2024
Q1 		$4.25M Buy
23,868
+986
+4% +$196K 1.59% 18
2023
Q4 		$14.3M Buy
22,882
+340
+2% +$64.3K 2.22% 12
2023
Q3 		$3.81M Buy
22,542
+425
+2% +$77.6K 1.68% 19
2023
Q2 		$4.29M Buy
22,117
+8,868
+67% +$1.73M 1.89% 12
2023
Q1 		$2.7M Buy
13,249
+555
+4% +$116K 1.24% 28
2022
Q4 		$2.73M Buy
+12,694
New +$2.64M 1.32% 25
2022
Q3 		– Sell
-6,146
Closed -$1.57M – 80
2022
Q2 		$1.57M Buy
6,146
+301
+5% +$75.5K 0.68% 46
2022
Q1 		$1.5M Buy
+5,845
New +$1.43M 0.59% 51

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

Roberts Wealth Advisors's AMT Position: Q2 2026 in Review

Roberts Wealth Advisors increased its American Tower (AMT) stake by 4% in Q2 2026, buying an estimated $194K and bringing the position to 27,705 shares worth $4.53M. The position accounts for 1.03% of the portfolio, ranked #28.

Roberts Wealth Advisors first reported a position in AMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.3M in Q4 2023. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Roberts Wealth Advisors held 27,705 shares of American Tower worth $4.53M as of Q2 2026.
  • Roberts Wealth Advisors bought 1,076 American Tower shares in Q2 2026, an estimated $194K.
  • American Tower made up 1.03% of Roberts Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Roberts Wealth Advisors first reported a position in American Tower in Q1 2022 and has held it in 17 quarters since.
  • Roberts Wealth Advisors's American Tower position peaked at $14.3M in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.