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Stonebridge Financial Group (Pennsylvania)’s American Tower AMT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$2.6M Buy
15,889
+1,503
+10% +$271K 0.2% 98
2026
Q1 		$2.48M Buy
14,386
+1,083
+8% +$195K 0.2% 94
2025
Q4 		$2.34M Buy
13,303
+805
+6% +$146K 0.2% 93
2025
Q3 		$2.4M Buy
12,498
+410
+3% +$85.4K 0.21% 94
2025
Q2 		$2.67M Sell
12,088
-149
-1% -$32.2K 0.26% 89
2025
Q1 		$2.66M Buy
12,237
+2,945
+32% +$578K 0.28% 82
2024
Q4 		$1.7M Buy
+9,292
New +$1.93M 0.19% 92

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group (Pennsylvania)'s AMT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its American Tower (AMT) stake by 10% in Q2 2026, buying an estimated $271K and bringing the position to 15,889 shares worth $2.6M. The position accounts for 0.2% of the portfolio, ranked #98.

Stonebridge Financial Group (Pennsylvania) first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q2 2025. 1,447 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 15,889 shares of American Tower worth $2.6M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 1,503 American Tower shares in Q2 2026, an estimated $271K.
  • American Tower made up 0.2% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #98 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s American Tower position peaked at $2.67M in Q2 2025.
  • 1,447 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.