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 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 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

Brogan Financial's AMT Position: Q1 2026 in Review

Brogan Financial increased its American Tower (AMT) stake by 7.6% in Q1 2026, buying an estimated $23.4K and bringing the position to 1,831 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #42.

Brogan Financial first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $474K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Brogan Financial held 1,831 shares of American Tower worth $316K as of Q1 2026.
Brogan Financial bought 130 American Tower shares in Q1 2026, an estimated $23.4K.
American Tower made up 0.14% of Brogan Financial's portfolio in Q1 2026, its #42 holding.
Brogan Financial first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
Brogan Financial's American Tower position peaked at $474K in Q2 2025.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.