Yoder Wealth Management’s American Tower AMT Stock Holding History

Yoder 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 Q3	$268K	Sell	1,638 -8	-0.5%	-$1.37K	0.1%	117
2026 Q2	$269K	Buy	1,646 +10	+0.6%	+$1.8K	0.11%	111
2026 Q1	$282K	Buy	1,636 +146	+10%	+$26.3K	0.13%	102
2025 Q4	$262K	Buy	1,490 +72	+5%	+$13.1K	0.12%	101
2025 Q3	$273K	Buy	1,418 +85	+6%	+$17.7K	0.13%	94
2025 Q2	$295K	Hold	1,333	–	–	0.15%	87
2025 Q1	$290K	Buy	1,333 +9	+0.7%	+$1.77K	0.16%	85
2024 Q4	$243K	Sell	1,324 -263	-17%	-$54.5K	0.13%	92
2024 Q3	$369K	Buy	1,587 +38	+2%	+$8.43K	0.22%	68
2024 Q2	$301K	Buy	1,549 +52	+3%	+$9.7K	0.19%	77
2024 Q1	$296K	Buy	+1,497	New	+$298K	0.19%	77

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Yoder Wealth Management's AMT Position: Q3 2026 in Review

Yoder Wealth Management reduced its American Tower (AMT) stake by 0.49% in Q3 2026, selling an estimated $1.37K and leaving 1,638 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #117.

Yoder Wealth Management first reported a position in AMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $369K in Q3 2024. 289 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Yoder Wealth Management held 1,638 shares of American Tower worth $268K as of Q3 2026.
Yoder Wealth Management sold 8 American Tower shares in Q3 2026, an estimated $1.37K.
American Tower made up 0.1% of Yoder Wealth Management's portfolio in Q3 2026, its #117 holding.
Yoder Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 11 quarters since.
Yoder Wealth Management's American Tower position peaked at $369K in Q3 2024.
289 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.