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

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

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

Yoder Wealth Management increased its American Tower (AMT) stake by 0.61% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,646 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #111.

Yoder Wealth Management first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $369K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Yoder Wealth Management held 1,646 shares of American Tower worth $269K as of Q2 2026.
  • Yoder Wealth Management bought 10 American Tower shares in Q2 2026, an estimated $1.8K.
  • American Tower made up 0.11% of Yoder Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Yoder Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • Yoder Wealth Management's American Tower position peaked at $369K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.