Avalon Trust’s American Tower AMT Stock Holding History

Avalon Trust’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	$465K	Sell	2,695 -170	-6%	-$30.6K	0.03%	94
2025 Q4	$503K	Sell	2,865 -49	-2%	-$8.92K	0.03%	88
2025 Q3	$560K	Sell	2,914 -1,761	-38%	-$367K	0.04%	93
2025 Q2	$1.03M	Sell	4,675 -2,841	-38%	-$613K	0.08%	71
2025 Q1	$1.64M	Sell	7,516 -68,745	-90%	-$13.5M	0.13%	58
2024 Q4	$14M	Buy	76,261 +398	+0.5%	+$82.5K	0.99%	34
2024 Q3	$17.6M	Sell	75,863 -540	-0.7%	-$120K	1.3%	27
2024 Q2	$14.9M	Buy	76,403 +2,651	+4%	+$495K	1.18%	28
2024 Q1	$14.6M	Buy	73,752 +400	+0.5%	+$79.7K	1.2%	31
2023 Q4	$15.8M	Sell	73,352 -175	-0.2%	-$33.1K	1.45%	26
2023 Q3	$12.1M	Buy	73,527 +435	+0.6%	+$79.5K	1.2%	31
2023 Q2	$14.2M	Buy	73,092 +863	+1%	+$169K	1.28%	31
2023 Q1	$14.8M	Buy	+72,229	New	+$15.2M	1.46%	30

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

Avalon Trust's AMT Position: Q1 2026 in Review

Avalon Trust reduced its American Tower (AMT) stake by 5.9% in Q1 2026, selling an estimated $30.6K and leaving 2,695 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #94.

Avalon Trust first reported a position in AMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.6M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Avalon Trust held 2,695 shares of American Tower worth $465K as of Q1 2026.
Avalon Trust sold 170 American Tower shares in Q1 2026, an estimated $30.6K.
American Tower made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #94 holding.
Avalon Trust first reported a position in American Tower in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's American Tower position peaked at $17.6M in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.