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Catalyst Financial Partners’s American Tower AMT Stock Holding History

Catalyst Financial Partners’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 		$382K Buy
2,213
+299
+16% +$53.8K 0.05% 246
2025
Q4 		$336K Buy
1,914
+99
+5% +$18K 0.04% 231
2025
Q3 		$349K Sell
1,815
-205
-10% -$42.7K 0.04% 220
2025
Q2 		$446K Sell
2,020
-204
-9% -$44K 0.05% 177
2025
Q1 		$484K Buy
2,224
+458
+26% +$89.8K 0.09% 154
2024
Q4 		$324K Buy
1,766
+45
+3% +$9.32K 0.06% 200
2024
Q3 		$400K Buy
1,721
+28
+2% +$6.21K 0.08% 160
2024
Q2 		$329K Buy
1,693
+74
+5% +$13.8K 0.07% 174
2024
Q1 		$279K Buy
1,619
+191
+13% +$38K 0.07% 185
2023
Q4 		$308K Buy
+1,428
New +$270K 0.09% 161
2023
Q3 		– Sell
-1,072
Closed -$208K – 207
2023
Q2 		$208K Buy
1,072
+85
+9% +$16.6K 0.07% 187
2023
Q1 		$202K Sell
987
-146
-13% -$30.6K 0.09% 176
2022
Q4 		$240K Buy
+1,133
New +$236K 0.12% 138

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Catalyst Financial Partners's AMT Position: Q1 2026 in Review

Catalyst Financial Partners increased its American Tower (AMT) stake by 16% in Q1 2026, buying an estimated $53.8K and bringing the position to 2,213 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #246.

Catalyst Financial Partners first reported a position in AMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $484K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Catalyst Financial Partners held 2,213 shares of American Tower worth $382K as of Q1 2026.
  • Catalyst Financial Partners bought 299 American Tower shares in Q1 2026, an estimated $53.8K.
  • American Tower made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #246 holding.
  • Catalyst Financial Partners first reported a position in American Tower in Q4 2022 and has held it in 13 quarters since.
  • Catalyst Financial Partners's American Tower position peaked at $484K in Q1 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.