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Keudell/Morrison Wealth Management’s American Tower AMT Stock Holding History

Keudell/Morrison Wealth Management’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
Q3 		$484K Buy
2,954
+68
+2% +$11.7K 0.09% 139
2026
Q2 		$472K Buy
2,886
+165
+6% +$29.7K 0.09% 139
2026
Q1 		$470K Buy
+2,721
New +$490K 0.1% 137

Other funds holding AMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Keudell/Morrison Wealth Management's AMT Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its American Tower (AMT) stake by 2.4% in Q3 2026, buying an estimated $11.7K and bringing the position to 2,954 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #139.

Keudell/Morrison Wealth Management first reported a position in AMT in Q1 2026 and has held it in 3 quarters since. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Keudell/Morrison Wealth Management held 2,954 shares of American Tower worth $484K as of Q3 2026.
  • Keudell/Morrison Wealth Management bought 68 American Tower shares in Q3 2026, an estimated $11.7K.
  • American Tower made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #139 holding.
  • Keudell/Morrison Wealth Management first reported a position in American Tower in Q1 2026 and has held it in 3 quarters since.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.