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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Richardson Financial Services's AMT Position: Q1 2026 in Review

Richardson Financial Services opened a new position in American Tower (AMT) in Q1 2026: 35 shares worth $6.04K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in AMT as recently as Q1 2025.

Richardson Financial Services first reported a position in AMT in Q4 2023 and has held it in 7 quarters since. The position peaked at $524K in Q1 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Richardson Financial Services held 35 shares of American Tower worth $6.04K as of Q1 2026.
American Tower was a new Richardson Financial Services position in Q1 2026.
American Tower made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #511 holding.
Richardson Financial Services first reported a position in American Tower in Q4 2023 and has held it in 7 quarters since.
Richardson Financial Services's American Tower position peaked at $524K in Q1 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.