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Brady Martz Wealth Solutions’s American Tower AMT Stock Holding History

Brady Martz Wealth Solutions’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
2025
Q3 		– Sell
-1,016
Closed -$225K – 150
2025
Q2 		$225K Buy
1,016
+3
+0.3% +$648 0.04% 142
2025
Q1 		$221K Buy
+1,013
New +$199K 0.05% 136

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brady Martz Wealth Solutions's AMT Position: Q3 2025 in Review

Brady Martz Wealth Solutions sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,016 shares — an estimated $225K sold.

Brady Martz Wealth Solutions first reported a position in AMT in Q1 2025 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Brady Martz Wealth Solutions reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Brady Martz Wealth Solutions sold 1,016 American Tower shares in Q3 2025, an estimated $225K.
  • Brady Martz Wealth Solutions first reported a position in American Tower in Q1 2025 and held it in 2 quarters.
  • Brady Martz Wealth Solutions's American Tower position peaked at $225K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2025, filed 15 Oct 2025.