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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Patrick M. Sweeney & Associates's AMT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its American Tower (AMT) stake by 3% in Q1 2026, selling an estimated $7.2K and leaving 1,282 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #157.

Patrick M. Sweeney & Associates first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $309K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Patrick M. Sweeney & Associates held 1,282 shares of American Tower worth $221K as of Q1 2026.
Patrick M. Sweeney & Associates sold 40 American Tower shares in Q1 2026, an estimated $7.2K.
American Tower made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #157 holding.
Patrick M. Sweeney & Associates first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's American Tower position peaked at $309K in Q3 2024.
1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.