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TRB Wealth Management’s American Tower AMT Stock Holding History

TRB 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 		$311K Buy
1,899
+387
+26% +$69.7K 0.04% 213
2026
Q1 		$261K Buy
+1,512
New +$272K 0.04% 226

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

TRB Wealth Management's AMT Position: Q2 2026 in Review

TRB Wealth Management increased its American Tower (AMT) stake by 26% in Q2 2026, buying an estimated $69.7K and bringing the position to 1,899 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #213.

TRB Wealth Management first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. 1,741 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • TRB Wealth Management held 1,899 shares of American Tower worth $311K as of Q2 2026.
  • TRB Wealth Management bought 387 American Tower shares in Q2 2026, an estimated $69.7K.
  • American Tower made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #213 holding.
  • TRB Wealth Management first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • 1,741 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.