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StrongBox Wealth’s American Tower AMT Stock Holding History

StrongBox Wealth’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 		$30.8K Sell
188
-977
-84% -$176K 0.01% 196
2026
Q1 		$201K Sell
1,165
-60
-5% -$10.8K 0.06% 94
2025
Q4 		$215K Sell
1,225
-1,438
-54% -$262K 0.07% 92
2025
Q3 		$512K Sell
2,663
-180
-6% -$37.5K 0.17% 67
2025
Q2 		$628K Sell
2,843
-150
-5% -$32.4K 0.24% 59
2025
Q1 		$651K Buy
2,993
+233
+8% +$45.7K 0.27% 58
2024
Q4 		$506K Buy
2,760
+1,018
+58% +$211K 0.21% 61
2024
Q3 		$405K Sell
1,742
-487
-22% -$108K 0.17% 67
2024
Q2 		$433K Sell
2,229
-920
-29% -$172K 0.2% 60
2024
Q1 		$622K Sell
3,149
-1,244
-28% -$248K 0.33% 50
2023
Q4 		$948K Sell
4,393
-7,168
-62% -$1.35M 0.55% 46
2023
Q3 		$1.9M Buy
11,561
+852
+8% +$156K 1.21% 30
2023
Q2 		$2.08M Buy
10,709
+1,219
+13% +$238K 1.31% 29
2023
Q1 		$1.94M Buy
9,490
+3,665
+63% +$769K 1.3% 26
2022
Q4 		$1.23M Buy
5,825
+146
+3% +$30.4K 0.87% 42
2022
Q3 		$1.22M Sell
5,679
-165
-3% -$42.4K 0.88% 40
2022
Q2 		$1.49M Sell
5,844
-1,685
-22% -$423K 0.97% 36
2022
Q1 		$1.89M Buy
7,529
+4,148
+123% +$1.01M 1.08% 34
2021
Q4 		$989K Buy
3,381
+155
+5% +$42.3K 0.49% 55
2021
Q3 		$856K Sell
3,226
-43
-1% -$12.3K 0.48% 53
2021
Q2 		$883K Sell
3,269
-78
-2% -$19.9K 0.51% 51
2021
Q1 		$800K Sell
3,347
-72
-2% -$16K 0.5% 51
2020
Q4 		$767K Sell
3,419
-702
-17% -$163K 0.5% 49
2020
Q3 		$996K Buy
4,121
+480
+13% +$122K 0.73% 37
2020
Q2 		$941K Buy
3,641
+423
+13% +$105K 0.86% 37
2020
Q1 		$701K Buy
+3,218
New +$749K 0.8% 39

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

StrongBox Wealth's AMT Position: Q2 2026 in Review

StrongBox Wealth reduced its American Tower (AMT) stake by 84% in Q2 2026, selling an estimated $176K and leaving 188 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #196.

StrongBox Wealth first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.08M in Q2 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • StrongBox Wealth held 188 shares of American Tower worth $30.8K as of Q2 2026.
  • StrongBox Wealth sold 977 American Tower shares in Q2 2026, an estimated $176K.
  • American Tower made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #196 holding.
  • StrongBox Wealth first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's American Tower position peaked at $2.08M in Q2 2023.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.