Second Half Financial Partners’s American Tower AMT Stock Holding History

Second Half Financial Partners’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	–	Sell	-2,414	Closed	-$424K	–	98
2025 Q4	$424K	Sell	2,414 -208	-8%	-$37.9K	0.19%	50
2025 Q3	$504K	Buy	2,622 +196	+8%	+$40.8K	0.22%	49
2025 Q2	$536K	Sell	2,426 -175	-7%	-$37.8K	0.25%	40
2025 Q1	$566K	Sell	2,601 -14	-0.5%	-$2.75K	0.28%	41
2024 Q4	$480K	Buy	+2,615	New	+$542K	0.23%	53

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

Second Half Financial Partners's AMT Position: Q1 2026 in Review

Second Half Financial Partners sold out of American Tower (AMT) in Q1 2026, closing a stake of 2,414 shares — an estimated $424K sold.

Second Half Financial Partners first reported a position in AMT in Q4 2024 and held it in 5 quarters. The position peaked at $566K in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Second Half Financial Partners reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Second Half Financial Partners sold 2,414 American Tower shares in Q1 2026, an estimated $424K.
Second Half Financial Partners first reported a position in American Tower in Q4 2024 and held it in 5 quarters.
Second Half Financial Partners's American Tower position peaked at $566K in Q1 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.