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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Keudell/Morrison Wealth Management's AMT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its American Tower (AMT) stake by 6.1% in Q2 2026, buying an estimated $29.7K and bringing the position to 2,886 shares worth $472K. 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 2 quarters since. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,886 shares of American Tower worth $472K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 165 American Tower shares in Q2 2026, an estimated $29.7K.
  • American Tower made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Keudell/Morrison Wealth Management first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.