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Bragg Financial Advisors’s American Tower AMT Stock Holding History

Bragg Financial Advisors’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 		$338K Sell
2,068
-12,444
-86% -$2.24M 0.01% 325
2026
Q1 		$2.5M Sell
14,512
-14,438
-50% -$2.6M 0.08% 171
2025
Q4 		$5.08M Buy
28,950
+597
+2% +$109K 0.17% 138
2025
Q3 		$5.45M Buy
28,353
+267
+1% +$55.6K 0.18% 134
2025
Q2 		$6.21M Buy
28,086
+1,781
+7% +$385K 0.22% 127
2025
Q1 		$5.72M Buy
26,305
+1,028
+4% +$202K 0.24% 124
2024
Q4 		$4.64M Sell
25,277
-692
-3% -$143K 0.19% 134
2024
Q3 		$6.04M Buy
25,969
+448
+2% +$99.3K 0.25% 122
2024
Q2 		$4.96M Buy
25,521
+320
+1% +$59.8K 0.22% 125
2024
Q1 		$4.98M Buy
25,201
+139
+0.6% +$27.7K 0.22% 125
2023
Q4 		$5.41M Buy
25,062
+1,247
+5% +$236K 0.26% 117
2023
Q3 		$3.92M Buy
23,815
+1,223
+5% +$223K 0.21% 127
2023
Q2 		$4.38M Buy
22,592
+612
+3% +$120K 0.24% 124
2023
Q1 		$4.49M Buy
21,980
+550
+3% +$115K 0.27% 120
2022
Q4 		$4.54M Buy
21,430
+1,295
+6% +$270K 0.28% 117
2022
Q3 		$4.32M Buy
20,135
+1,174
+6% +$302K 0.3% 117
2022
Q2 		$4.85M Buy
18,961
+1,738
+10% +$436K 0.32% 109
2022
Q1 		$4.33M Buy
17,223
+2,469
+17% +$602K 0.25% 122
2021
Q4 		$3.92M Hold
14,754
– – 0.25% 120
2021
Q3 		$3.92M Buy
14,754
+750
+5% +$214K 0.25% 120
2021
Q2 		$3.78M Buy
14,004
+667
+5% +$170K 0.24% 119
2021
Q1 		$3.19M Buy
13,337
+435
+3% +$96.9K 0.21% 125
2020
Q4 		$2.9M Buy
12,902
+1,366
+12% +$318K 0.25% 115
2020
Q3 		$2.79M Buy
11,536
+2,071
+22% +$525K 0.29% 103
2020
Q2 		$2.45M Buy
9,465
+4,650
+97% +$1.15M 0.27% 108
2020
Q1 		$1.05M Buy
+4,815
New +$1.12M 0.14% 146

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 $3.38T AUM 44.17% 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

Bragg Financial Advisors's AMT Position: Q2 2026 in Review

Bragg Financial Advisors reduced its American Tower (AMT) stake by 86% in Q2 2026, selling an estimated $2.24M and leaving 2,068 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #325.

Bragg Financial Advisors first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.21M in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bragg Financial Advisors held 2,068 shares of American Tower worth $338K as of Q2 2026.
  • Bragg Financial Advisors sold 12,444 American Tower shares in Q2 2026, an estimated $2.24M.
  • American Tower made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • Bragg Financial Advisors first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • Bragg Financial Advisors's American Tower position peaked at $6.21M in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.