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Kelleher Financial Advisors’s American Tower AMT Stock Holding History

Kelleher Financial Advisors’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 		$102K Hold
537
– – 0.03% 287
2025
Q4 		$94.3K Buy
537
+200
+59% +$36.4K 0.02% 323
2025
Q3 		$64.8K Buy
+337
New +$70.2K 0.02% 313
2022
Q3 		– Sell
-3,013
Closed -$770K – 118
2022
Q2 		$770K Buy
+3,013
New +$756K 0.35% 50
2021
Q4 		– Sell
-3,317
Closed -$880K – 123
2021
Q3 		$880K Buy
+3,317
New +$946K 0.39% 58

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

Kelleher Financial Advisors's AMT Position: Q1 2026 in Review

Kelleher Financial Advisors held its American Tower (AMT) position steady in Q1 2026 at 537 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #287.

Kelleher Financial Advisors first reported a position in AMT in Q3 2021 and has held it in 5 quarters since. The position peaked at $880K in Q3 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Kelleher Financial Advisors held 537 shares of American Tower worth $102K as of Q1 2026.
  • Kelleher Financial Advisors left its American Tower share count unchanged in Q1 2026.
  • American Tower made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #287 holding.
  • Kelleher Financial Advisors first reported a position in American Tower in Q3 2021 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's American Tower position peaked at $880K in Q3 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.