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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
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 $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

Chapman Financial Group's AMT Position: Q1 2026 in Review

Chapman Financial Group reduced its American Tower (AMT) stake by 37% in Q1 2026, selling an estimated $316K and leaving 2,941 shares worth $508K. The position accounts for 0.36% of the portfolio, ranked #76.

Chapman Financial Group first reported a position in AMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Chapman Financial Group held 2,941 shares of American Tower worth $508K as of Q1 2026.
  • Chapman Financial Group sold 1,758 American Tower shares in Q1 2026, an estimated $316K.
  • American Tower made up 0.36% of Chapman Financial Group's portfolio in Q1 2026, its #76 holding.
  • Chapman Financial Group first reported a position in American Tower in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's American Tower position peaked at $1.42M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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