Keynote Financial Services’s American Tower AMT Stock Holding History

Keynote Financial Services’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	$205K	Buy	+1,188	New	+$214K	0.11%	161
2025 Q4	–	Sell	-1,182	Closed	-$227K	–	169
2025 Q3	$227K	Hold	1,182	–	–	0.14%	144
2025 Q2	$261K	Sell	1,182 -75	-6%	-$16.2K	0.18%	126
2025 Q1	$274K	Hold	1,257	–	–	0.2%	122
2024 Q4	$231K	Sell	1,257 -20	-2%	-$4.14K	0.18%	126
2024 Q3	$297K	Sell	1,277 -10	-0.8%	-$2.22K	0.23%	110
2024 Q2	$250K	Buy	1,287 +90	+8%	+$16.8K	0.21%	115
2024 Q1	$237K	Buy	+1,197	New	+$238K	0.2%	120

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Keynote Financial Services's AMT Position: Q1 2026 in Review

Keynote Financial Services opened a new position in American Tower (AMT) in Q1 2026: 1,188 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #161 among its holdings. This is a return to the name: Keynote Financial Services previously reported a position in AMT as recently as Q3 2025.

Keynote Financial Services first reported a position in AMT in Q1 2024 and has held it in 8 quarters since. The position peaked at $297K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Keynote Financial Services held 1,188 shares of American Tower worth $205K as of Q1 2026.
American Tower was a new Keynote Financial Services position in Q1 2026.
American Tower made up 0.11% of Keynote Financial Services's portfolio in Q1 2026, its #161 holding.
Keynote Financial Services first reported a position in American Tower in Q1 2024 and has held it in 8 quarters since.
Keynote Financial Services's American Tower position peaked at $297K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.