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 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%	+$9.72K	0.19%	77
2024 Q1	$296K	Buy	+1,497	New	+$298K	0.19%	77

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Yoder Wealth Management's AMT Position: Q1 2026 in Review

Yoder Wealth Management increased its American Tower (AMT) stake by 9.8% in Q1 2026, buying an estimated $26.3K and bringing the position to 1,636 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #102.

Yoder Wealth Management first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $369K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Yoder Wealth Management held 1,636 shares of American Tower worth $282K as of Q1 2026.
Yoder Wealth Management bought 146 American Tower shares in Q1 2026, an estimated $26.3K.
American Tower made up 0.13% of Yoder Wealth Management's portfolio in Q1 2026, its #102 holding.
Yoder Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
Yoder Wealth Management's American Tower position peaked at $369K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.