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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
Q2 		$148K Buy
902
+365
+68% +$65.7K 0.02% 327
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 $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

Kelleher Financial Advisors's AMT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its American Tower (AMT) stake by 68% in Q2 2026, buying an estimated $65.7K and bringing the position to 902 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #327.

Kelleher Financial Advisors first reported a position in AMT in Q3 2021 and has held it in 6 quarters since. The position peaked at $880K in Q3 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kelleher Financial Advisors held 902 shares of American Tower worth $148K as of Q2 2026.
  • Kelleher Financial Advisors bought 365 American Tower shares in Q2 2026, an estimated $65.7K.
  • American Tower made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #327 holding.
  • Kelleher Financial Advisors first reported a position in American Tower in Q3 2021 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's American Tower position peaked at $880K in Q3 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.