CCM Investment Advisers’s American Tower AMT Stock Holding History

CCM Investment Advisers’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	$243K	Sell	1,410 -1,490	-51%	-$268K	0.02%	81
2025 Q4	$509K	Sell	2,900 -1,500	-34%	-$273K	0.05%	67
2025 Q3	$846K	Sell	4,400 -240	-5%	-$50K	0.08%	63
2025 Q2	$1.03M	Hold	4,640	–	–	0.11%	58
2025 Q1	$1.01M	Sell	4,640 -2,845	-38%	-$558K	0.12%	57
2024 Q4	$1.37M	Sell	7,485 -2,507	-25%	-$519K	0.15%	58
2024 Q3	$2.32M	Sell	9,992 -1,528	-13%	-$339K	0.26%	57
2024 Q2	$2.24M	Sell	11,520 -210	-2%	-$39.3K	0.26%	56
2024 Q1	$2.32M	Sell	11,730 -4,978	-30%	-$992K	0.28%	56
2023 Q4	$3.61M	Buy	+16,708	New	+$3.16M	0.44%	58

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