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Kelly Lawrence W & Associates’s American Tower AMT Stock Holding History

Kelly Lawrence W & Associates’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 		$167K Hold
1,020
– – 0.04% 87
2026
Q1 		$176K Hold
1,020
– – 0.05% 85
2025
Q4 		$179K Hold
1,020
– – 0.04% 87
2025
Q3 		$196K Hold
1,020
– – 0.05% 86
2025
Q2 		$225K Sell
1,020
-700
-41% -$151K 0.06% 74
2025
Q1 		$374K Hold
1,720
– – 0.09% 65
2024
Q4 		$315K Sell
1,720
-49,439
-97% -$10.2M 0.07% 70
2024
Q3 		$11.9M Sell
51,159
-248
-0.5% -$55K 2.68% 14
2024
Q2 		$9.99M Buy
51,407
+646
+1% +$121K 2.28% 22
2024
Q1 		$10M Buy
50,761
+91
+0.2% +$18.1K 2.28% 22
2023
Q4 		$10.9M Buy
50,670
+4,390
+9% +$830K 2.62% 18
2023
Q3 		$7.61M Buy
46,280
+1,550
+3% +$283K 2.04% 21
2023
Q2 		$8.5M Sell
44,730
-100
-0.2% -$19.6K 2.2% 21
2023
Q1 		$9.16M Buy
44,830
+1,800
+4% +$378K 2.48% 19
2022
Q4 		$9.12M Sell
43,030
-3,150
-7% -$656K 2.6% 18
2022
Q3 		$9.91M Buy
46,180
+2,710
+6% +$696K 2.77% 17
2022
Q2 		$11.1M Sell
43,470
-3,660
-8% -$918K 3.04% 14
2022
Q1 		$11.8M Buy
47,130
+2,895
+7% +$706K 2.53% 19
2021
Q4 		$12.9M Sell
44,235
-375
-0.8% -$102K 2.56% 17
2021
Q3 		$11.8M Buy
44,610
+25
+0.1% +$7.13K 2.5% 18
2021
Q2 		$12M Buy
44,585
+475
+1% +$121K 2.59% 18
2021
Q1 		$10.5M Buy
44,110
+44,060
+88,120% +$9.81M 2.5% 20
2020
Q4 		$11K Hold
50
– – ﹤0.01% 88
2020
Q3 		$12K Hold
50
– – ﹤0.01% 117
2020
Q2 		$13K Buy
+50
New +$12.4K ﹤0.01% 113

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

Kelly Lawrence W & Associates's AMT Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its American Tower (AMT) position steady in Q2 2026 at 1,020 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #87.

Kelly Lawrence W & Associates first reported a position in AMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q4 2021. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kelly Lawrence W & Associates held 1,020 shares of American Tower worth $167K as of Q2 2026.
  • Kelly Lawrence W & Associates left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.04% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #87 holding.
  • Kelly Lawrence W & Associates first reported a position in American Tower in Q2 2020 and has held it in 25 quarters since.
  • Kelly Lawrence W & Associates's American Tower position peaked at $12.9M in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.