KFG Wealth Management
AMT icon

KFG Wealth Management’s American Tower AMT Stock Holding History

KFG 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 		– Sell
-2,237
Closed -$366K – 218
2026
Q2 		$366K Buy
2,237
+4
+0.2% +$720 0.04% 161
2026
Q1 		$385K Buy
2,233
+184
+9% +$33.1K 0.05% 155
2025
Q4 		$360K Buy
2,049
+114
+6% +$20.7K 0.05% 161
2025
Q3 		$372K Buy
1,935
+33
+2% +$6.88K 0.05% 151
2025
Q2 		$420K Buy
1,902
+196
+11% +$42.3K 0.07% 135
2025
Q1 		$371K Buy
1,706
+103
+6% +$20.2K 0.07% 133
2024
Q4 		$294K Buy
1,603
+276
+21% +$57.2K 0.06% 148
2024
Q3 		$309K Buy
+1,327
New +$294K 0.07% 140

Other funds holding AMT

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

KFG Wealth Management's AMT Position: Q3 2026 in Review

KFG Wealth Management sold out of American Tower (AMT) in Q3 2026, closing a stake of 2,237 shares — an estimated $366K sold.

KFG Wealth Management first reported a position in AMT in Q3 2024 and held it in 8 quarters. The position peaked at $420K in Q2 2025. 1,033 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • KFG Wealth Management reported no remaining American Tower position as of Q3 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,237 American Tower shares in Q3 2026, an estimated $366K.
  • KFG Wealth Management first reported a position in American Tower in Q3 2024 and held it in 8 quarters.
  • KFG Wealth Management's American Tower position peaked at $420K in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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