Richardson Financial Services’s American Tower AMT Stock Holding History

Richardson 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	$15.5K	Buy	95 +60	+171%	+$10.8K	0.01%	442
2026 Q1	$6.04K	Buy	+35	New	+$6.3K	﹤0.01%	511
2025 Q2	–	Sell	-2,300	Closed	-$500K	–	611
2025 Q1	$500K	Hold	2,300	–	–	0.38%	79
2024 Q4	$418K	Sell	2,300 -187	-8%	-$38.7K	0.29%	91
2024 Q3	$483K	Hold	2,487	–	–	0.31%	81
2024 Q2	$483K	Sell	2,487 -165	-6%	-$30.8K	0.35%	76
2024 Q1	$524K	Buy	2,652 +1,047	+65%	+$209K	0.37%	78
2023 Q4	$346K	Buy	+1,605	New	+$303K	0.3%	94

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Richardson Financial Services increased its American Tower (AMT) stake by 171% in Q2 2026, buying an estimated $10.8K and bringing the position to 95 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #442.

Richardson Financial Services first reported a position in AMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $524K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Richardson Financial Services held 95 shares of American Tower worth $15.5K as of Q2 2026.
Richardson Financial Services bought 60 American Tower shares in Q2 2026, an estimated $10.8K.
American Tower made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #442 holding.
Richardson Financial Services first reported a position in American Tower in Q4 2023 and has held it in 8 quarters since.
Richardson Financial Services's American Tower position peaked at $524K in Q1 2024.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.