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Brogan Financial’s American Tower AMT Stock Holding History

Brogan Financial’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 		$281K Sell
1,717
-114
-6% -$20.5K 0.11% 46
2026
Q1 		$316K Buy
1,831
+130
+8% +$23.4K 0.14% 42
2025
Q4 		$299K Sell
1,701
-402
-19% -$73.2K 0.13% 46
2025
Q3 		$404K Sell
2,103
-43
-2% -$8.96K 0.17% 40
2025
Q2 		$474K Buy
2,146
+667
+45% +$144K 0.21% 31
2025
Q1 		$322K Buy
1,479
+112
+8% +$22K 0.16% 45
2024
Q4 		$251K Buy
1,367
+166
+14% +$34.4K 0.12% 45
2024
Q3 		$279K Buy
1,201
+43
+4% +$9.53K 0.16% 43
2024
Q2 		$225K Buy
1,158
+45
+4% +$8.41K 0.14% 42
2024
Q1 		$220K Buy
+1,113
New +$222K 0.15% 41

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

Brogan Financial's AMT Position: Q2 2026 in Review

Brogan Financial reduced its American Tower (AMT) stake by 6.2% in Q2 2026, selling an estimated $20.5K and leaving 1,717 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #46.

Brogan Financial first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Brogan Financial held 1,717 shares of American Tower worth $281K as of Q2 2026.
  • Brogan Financial sold 114 American Tower shares in Q2 2026, an estimated $20.5K.
  • American Tower made up 0.11% of Brogan Financial's portfolio in Q2 2026, its #46 holding.
  • Brogan Financial first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • Brogan Financial's American Tower position peaked at $474K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.