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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
Q2 		– Sell
-1,188
Closed -$205K – 188
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
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

Keynote Financial Services's AMT Position: Q2 2026 in Review

Keynote Financial Services sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,188 shares — an estimated $205K sold.

Keynote Financial Services first reported a position in AMT in Q1 2024 and held it in 8 quarters. The position peaked at $297K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Keynote Financial Services reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Keynote Financial Services sold 1,188 American Tower shares in Q2 2026, an estimated $205K.
  • Keynote Financial Services first reported a position in American Tower in Q1 2024 and held it in 8 quarters.
  • Keynote Financial Services's American Tower position peaked at $297K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.