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Keener Financial Planning’s American Tower AMT Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-30
Closed -$5K – 69
2025
Q3 		$5K Hold
30
– – ﹤0.01% 183
2025
Q2 		$6K Hold
30
– – ﹤0.01% 179
2025
Q1 		$6K Hold
30
– – ﹤0.01% 143
2024
Q4 		$5K Hold
30
– – ﹤0.01% 150
2024
Q3 		$6K Hold
30
– – ﹤0.01% 153
2024
Q2 		$5K Hold
30
– – ﹤0.01% 158
2024
Q1 		$6K Hold
30
– – ﹤0.01% 168
2023
Q4 		$6K Buy
+30
New +$5.67K ﹤0.01% 159

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Keener Financial Planning's AMT Position: Q4 2025 in Review

Keener Financial Planning sold out of American Tower (AMT) in Q4 2025, closing a stake of 30 shares — an estimated $5K sold.

Keener Financial Planning first reported a position in AMT in Q4 2023 and held it in 8 quarters. The position peaked at $6K in Q2 2025. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Keener Financial Planning reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 30 American Tower shares in Q4 2025, an estimated $5K.
  • Keener Financial Planning first reported a position in American Tower in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's American Tower position peaked at $6K in Q2 2025.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.