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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
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

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

KFG Wealth Management's AMT Position: Q2 2026 in Review

KFG Wealth Management increased its American Tower (AMT) stake by 0.18% in Q2 2026, buying an estimated $720 and bringing the position to 2,237 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #161.

KFG Wealth Management first reported a position in AMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $420K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • KFG Wealth Management held 2,237 shares of American Tower worth $366K as of Q2 2026.
  • KFG Wealth Management bought 4 American Tower shares in Q2 2026, an estimated $720.
  • American Tower made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #161 holding.
  • KFG Wealth Management first reported a position in American Tower in Q3 2024 and has held it in 8 quarters since.
  • KFG Wealth Management's American Tower position peaked at $420K in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.