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Chapman Financial Group’s American Tower AMT Stock Holding History

Chapman Financial Group’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 		$481K Hold
2,941
– – 0.32% 80
2026
Q1 		$508K Sell
2,941
-1,758
-37% -$316K 0.36% 76
2025
Q4 		$825K Sell
4,699
-622
-12% -$113K 0.56% 54
2025
Q3 		$1.02M Sell
5,321
-1,094
-17% -$228K 0.71% 39
2025
Q2 		$1.42M Buy
+6,415
New +$1.38M 1.2% 21
2024
Q4 		$1.2M Buy
+6,562
New +$1.36M 0.96% 33

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

Chapman Financial Group's AMT Position: Q2 2026 in Review

Chapman Financial Group held its American Tower (AMT) position steady in Q2 2026 at 2,941 shares worth $481K. The position accounts for 0.32% of the portfolio, ranked #80.

Chapman Financial Group first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Chapman Financial Group held 2,941 shares of American Tower worth $481K as of Q2 2026.
  • Chapman Financial Group left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.32% of Chapman Financial Group's portfolio in Q2 2026, its #80 holding.
  • Chapman Financial Group first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's American Tower position peaked at $1.42M in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.