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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Shepherd Financial Partners's AMT Position: Q1 2026 in Review

Shepherd Financial Partners reduced its American Tower (AMT) stake by 2.2% in Q1 2026, selling an estimated $7.2K and leaving 1,787 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #201.

Shepherd Financial Partners first reported a position in AMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.14M in Q2 2021. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Shepherd Financial Partners held 1,787 shares of American Tower worth $308K as of Q1 2026.
  • Shepherd Financial Partners sold 40 American Tower shares in Q1 2026, an estimated $7.2K.
  • American Tower made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #201 holding.
  • Shepherd Financial Partners first reported a position in American Tower in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's American Tower position peaked at $3.14M in Q2 2021.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.