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Shepherd Financial Partners’s American Tower AMT Stock Holding History

Shepherd 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
Q2 		$287K Sell
1,756
-31
-2% -$5.58K 0.02% 212
2026
Q1 		$308K Sell
1,787
-40
-2% -$7.2K 0.03% 201
2025
Q4 		$321K Sell
1,827
-12
-0.7% -$2.18K 0.03% 198
2025
Q3 		$354K Sell
1,839
-205
-10% -$42.7K 0.03% 188
2025
Q2 		$452K Sell
2,044
-29
-1% -$6.26K 0.05% 161
2025
Q1 		$451K Sell
2,073
-4
-0.2% -$785 0.05% 162
2024
Q4 		$381K Sell
2,077
-113
-5% -$23.4K 0.05% 161
2024
Q3 		$509K Buy
2,190
+106
+5% +$23.5K 0.06% 141
2024
Q2 		$405K Sell
2,084
-882
-30% -$165K 0.05% 160
2024
Q1 		$586K Sell
2,966
-175
-6% -$34.9K 0.08% 137
2023
Q4 		$678K Buy
3,141
+20
+0.6% +$3.78K 0.1% 120
2023
Q3 		$513K Sell
3,121
-2,758
-47% -$504K 0.08% 127
2023
Q2 		$1.14M Buy
5,879
+45
+0.8% +$8.8K 0.18% 80
2023
Q1 		$1.19M Sell
5,834
-231
-4% -$48.5K 0.2% 78
2022
Q4 		$1.28M Sell
6,065
-1,035
-15% -$215K 0.23% 68
2022
Q3 		$1.52M Sell
7,100
-103
-1% -$26.5K 0.3% 62
2022
Q2 		$1.84M Buy
7,203
+13
+0.2% +$3.26K 0.36% 53
2022
Q1 		$1.82M Sell
7,190
-3,333
-32% -$813K 0.32% 58
2021
Q4 		$3.08M Buy
10,523
+352
+3% +$96.2K 0.54% 35
2021
Q3 		$2.7M Sell
10,171
-1,447
-12% -$412K 0.52% 36
2021
Q2 		$3.14M Buy
11,618
+380
+3% +$96.8K 0.6% 33
2021
Q1 		$2.69M Buy
11,238
+4,415
+65% +$983K 0.59% 30
2020
Q4 		$1.53M Buy
6,823
+365
+6% +$84.9K 0.35% 66
2020
Q3 		$1.56M Buy
6,458
+1,856
+40% +$471K 0.37% 57
2020
Q2 		$1.19M Buy
4,602
+137
+3% +$33.9K 0.32% 57
2020
Q1 		$970K Buy
+4,465
New +$1.04M 0.34% 49

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

Shepherd Financial Partners's AMT Position: Q2 2026 in Review

Shepherd Financial Partners reduced its American Tower (AMT) stake by 1.7% in Q2 2026, selling an estimated $5.58K and leaving 1,756 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #212.

Shepherd Financial Partners first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.14M in Q2 2021. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Shepherd Financial Partners held 1,756 shares of American Tower worth $287K as of Q2 2026.
  • Shepherd Financial Partners sold 31 American Tower shares in Q2 2026, an estimated $5.58K.
  • American Tower made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #212 holding.
  • Shepherd Financial Partners first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • Shepherd Financial Partners's American Tower position peaked at $3.14M in Q2 2021.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.