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Lockerman Financial Group’s American Tower AMT Stock Holding History

Lockerman 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
2025
Q2 		– Sell
-1,100
Closed -$239K – 123
2025
Q1 		$239K Hold
1,100
– – 0.36% 98
2024
Q4 		$202K Sell
1,100
-120
-10% -$24.9K 0.34% 101
2024
Q3 		$284K Sell
1,220
-105
-8% -$23.3K 0.48% 78
2024
Q2 		$258K Buy
+1,325
New +$248K 0.47% 79

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lockerman Financial Group's AMT Position: Q2 2025 in Review

Lockerman Financial Group sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,100 shares — an estimated $239K sold.

Lockerman Financial Group first reported a position in AMT in Q2 2024 and held it in 4 quarters. The position peaked at $284K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Lockerman Financial Group reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,100 American Tower shares in Q2 2025, an estimated $239K.
  • Lockerman Financial Group first reported a position in American Tower in Q2 2024 and held it in 4 quarters.
  • Lockerman Financial Group's American Tower position peaked at $284K in Q3 2024.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.