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Key Financial Inc’s American Tower AMT Stock Holding History

Key Financial Inc’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 		$305K Hold
1,769
– – 0.05% 238
2025
Q4 		$311K Sell
1,769
-3
-0.2% -$546 0.06% 233
2025
Q3 		$343K Sell
1,772
-6
-0.3% -$1.25K 0.06% 218
2025
Q2 		$393K Hold
1,778
– – 0.08% 194
2025
Q1 		$387K Buy
1,778
+3
+0.2% +$589 0.08% 183
2024
Q4 		$326K Hold
1,775
– – 0.07% 193
2024
Q3 		$413K Buy
1,775
+6
+0.3% +$1.33K 0.09% 176
2024
Q2 		$344K Hold
1,769
– – 0.08% 180
2024
Q1 		$350K Sell
1,769
-4
-0.2% -$797 0.09% 174
2023
Q4 		$383K Sell
1,773
-22
-1% -$4.16K 0.1% 153
2023
Q3 		$295K Hold
1,795
– – 0.1% 163
2023
Q2 		$348K Hold
1,795
– – 0.12% 146
2023
Q1 		$367K Buy
1,795
+225
+14% +$47.2K 0.13% 134
2022
Q4 		$337K Hold
1,570
– – 0.16% 116
2022
Q3 		$337K Buy
1,570
+22
+1% +$5.65K 0.16% 118
2022
Q2 		$400K Buy
1,548
+15
+1% +$3.76K 0.22% 92
2022
Q1 		$385K Hold
1,533
– – 0.19% 103
2021
Q4 		$448K Hold
1,533
– – 0.22% 85
2021
Q3 		$407K Buy
1,533
+4
+0.3% +$1.14K 0.23% 88
2021
Q2 		$432K Hold
1,529
– – 0.24% 82
2021
Q1 		$366K Hold
1,529
– – 0.24% 83
2020
Q4 		$343K Sell
1,529
-421
-22% -$97.9K 0.26% 77
2020
Q3 		$471K Hold
1,950
– – 0.48% 53
2020
Q2 		$495K Hold
1,950
– – 0.57% 47
2020
Q1 		$450K Hold
1,950
– – 0.46% 44
2019
Q4 		$448K Buy
+1,950
New +$425K 0.42% 56

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

Key Financial Inc's AMT Position: Q1 2026 in Review

Key Financial Inc held its American Tower (AMT) position steady in Q1 2026 at 1,769 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #238.

Key Financial Inc first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $495K in Q2 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Key Financial Inc held 1,769 shares of American Tower worth $305K as of Q1 2026.
  • Key Financial Inc left its American Tower share count unchanged in Q1 2026.
  • American Tower made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #238 holding.
  • Key Financial Inc first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's American Tower position peaked at $495K in Q2 2020.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.