Lord & Richards Wealth Management’s American Tower AMT Stock Holding History

Lord & Richards 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	$309K	Sell	1,890 -2,292	-55%	-$393K	0.24%	66
2026 Q2	$684K	Sell	4,182 -345	-8%	-$62.1K	0.54%	41
2026 Q1	$781K	Sell	4,527 -94	-2%	-$16.9K	0.69%	33
2025 Q4	$811K	Sell	4,621 -3,283	-42%	-$597K	0.7%	36
2025 Q3	$1.52M	Buy	7,904 +1,704	+27%	+$355K	1.39%	26
2025 Q2	$1.37M	Buy	6,200 +449	+8%	+$96.9K	1.43%	20
2025 Q1	$1.25M	Buy	5,751 +3,149	+121%	+$618K	1.42%	20
2024 Q4	$477K	Buy	+2,602	New	+$539K	1.01%	40

Other funds holding AMT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Lord & Richards Wealth Management's AMT Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its American Tower (AMT) stake by 55% in Q3 2026, selling an estimated $393K and leaving 1,890 shares worth $309K. The position accounts for 0.24% of the portfolio, ranked #66.

Lord & Richards Wealth Management first reported a position in AMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q3 2025. 743 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Lord & Richards Wealth Management held 1,890 shares of American Tower worth $309K as of Q3 2026.
Lord & Richards Wealth Management sold 2,292 American Tower shares in Q3 2026, an estimated $393K.
American Tower made up 0.24% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #66 holding.
Lord & Richards Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's American Tower position peaked at $1.52M in Q3 2025.
743 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.