Patrick M. Sweeney & Associates
AMT icon

Patrick M. Sweeney & Associates’s American Tower AMT Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$206K Sell
1,257
-25
-2% -$4.29K 0.12% 174
2026
Q2 		$210K Hold
1,282
– – 0.12% 169
2026
Q1 		$221K Sell
1,282
-40
-3% -$7.2K 0.14% 157
2025
Q4 		$232K Buy
1,322
+45
+4% +$8.19K 0.15% 151
2025
Q3 		$246K Buy
1,277
+35
+3% +$7.29K 0.16% 140
2025
Q2 		$275K Sell
1,242
-50
-4% -$10.8K 0.19% 129
2025
Q1 		$281K Hold
1,292
– – 0.21% 119
2024
Q4 		$237K Sell
1,292
-35
-3% -$7.25K 0.18% 131
2024
Q3 		$309K Buy
1,327
+102
+8% +$22.6K 0.23% 113
2024
Q2 		$238K Buy
1,225
+100
+9% +$18.7K 0.19% 123
2024
Q1 		$222K Hold
1,125
– – 0.18% 127
2023
Q4 		$243K Buy
+1,125
New +$213K 0.22% 102

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's AMT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its American Tower (AMT) stake by 2% in Q3 2026, selling an estimated $4.29K and leaving 1,257 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #174.

Patrick M. Sweeney & Associates first reported a position in AMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q3 2024. 989 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Patrick M. Sweeney & Associates held 1,257 shares of American Tower worth $206K as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 25 American Tower shares in Q3 2026, an estimated $4.29K.
  • American Tower made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #174 holding.
  • Patrick M. Sweeney & Associates first reported a position in American Tower in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's American Tower position peaked at $309K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.