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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
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

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

Patrick M. Sweeney & Associates's AMT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its American Tower (AMT) position steady in Q2 2026 at 1,282 shares worth $210K. The position accounts for 0.12% of the portfolio, ranked #169.

Patrick M. Sweeney & Associates first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,282 shares of American Tower worth $210K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #169 holding.
  • Patrick M. Sweeney & Associates first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's American Tower position peaked at $309K in Q3 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.