Addison Advisors’s American Tower AMT Stock Holding History

Addison Advisors’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	$6.39K	Buy	37 +29	+363%	+$5.22K	﹤0.01%	703
2025 Q4	$1.41K	Sell	8 -1	-11%	-$182	﹤0.01%	813
2025 Q3	$1.73K	Hold	9	–	–	﹤0.01%	787
2025 Q2	$1.99K	Hold	9	–	–	﹤0.01%	780
2025 Q1	$1.96K	Hold	9	–	–	﹤0.01%	745
2024 Q4	$1.65K	Buy	9 +6	+200%	+$1.24K	﹤0.01%	760
2024 Q3	$698	Buy	+3	New	+$665	﹤0.01%	788
2023 Q1	–	Sell	-6	Closed	-$1.27K	–	635
2022 Q4	$1.27K	Sell	6 -1	-14%	-$208	﹤0.01%	593
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	553
2022 Q2	$2K	Buy	7 +5	+250%	+$1.25K	﹤0.01%	543
2022 Q1	$1K	Sell	2 -2	-50%	-$488	﹤0.01%	602
2021 Q4	$1K	Buy	+4	New	+$1.09K	﹤0.01%	553

Other funds holding AMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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