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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Lord & Richards Wealth Management's AMT Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its American Tower (AMT) stake by 7.6% in Q2 2026, selling an estimated $62.1K and leaving 4,182 shares worth $684K. The position accounts for 0.54% of the portfolio, ranked #41.

Lord & Richards Wealth Management first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Lord & Richards Wealth Management held 4,182 shares of American Tower worth $684K as of Q2 2026.
Lord & Richards Wealth Management sold 345 American Tower shares in Q2 2026, an estimated $62.1K.
American Tower made up 0.54% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #41 holding.
Lord & Richards Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's American Tower position peaked at $1.52M in Q3 2025.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.