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Slagle Financial’s American Tower AMT Stock Holding History

Slagle Financial’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 		$3.72M Buy
+22,744
New +$4.09M 1.11% 39
2024
Q2 		– Sell
-14,502
Closed -$2.87M – 108
2024
Q1 		$2.87M Sell
14,502
-8,238
-36% -$1.64M 1.55% 16
2023
Q4 		$2.47M Buy
22,740
+11,421
+101% +$2.16M 1.42% 24
2023
Q3 		$1.86M Buy
11,319
+1,153
+11% +$211K 1.14% 35
2023
Q2 		$1.97M Buy
+10,166
New +$1.99M 1.23% 30

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

Slagle Financial's AMT Position: Q2 2026 in Review

Slagle Financial opened a new position in American Tower (AMT) in Q2 2026: 22,744 shares worth $3.72M. The stake represents 1.11% of the portfolio and ranks #39 among its holdings. This is a return to the name: Slagle Financial previously reported a position in AMT as recently as Q1 2024.

Slagle Financial first reported a position in AMT in Q2 2023 and has held it in 5 quarters since. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Slagle Financial held 22,744 shares of American Tower worth $3.72M as of Q2 2026.
  • American Tower was a new Slagle Financial position in Q2 2026.
  • American Tower made up 1.11% of Slagle Financial's portfolio in Q2 2026, its #39 holding.
  • Slagle Financial first reported a position in American Tower in Q2 2023 and has held it in 5 quarters since.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.