Chevy Chase Trust’s American Tower AMT Stock Holding History

Chevy Chase 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	$40.5M	Sell	234,414 -2,965	-1%	-$534K	0.12%	156
2025 Q4	$41.7M	Sell	237,379 -2,134	-0.9%	-$388K	0.11%	153
2025 Q3	$46.1M	Sell	239,513 -8,423	-3%	-$1.75M	0.13%	146
2025 Q2	$54.8M	Buy	247,936 +2,802	+1%	+$605K	0.16%	125
2025 Q1	$53.3M	Sell	245,134 -254	-0.1%	-$49.8K	0.17%	118
2024 Q4	$45M	Sell	245,388 -5,678	-2%	-$1.18M	0.14%	131
2024 Q3	$58.4M	Sell	251,066 -4,038	-2%	-$895K	0.18%	112
2024 Q2	$49.6M	Sell	255,104 -3,115	-1%	-$582K	0.16%	121
2024 Q1	$51M	Sell	258,219 -2,500	-1%	-$498K	0.17%	125
2023 Q4	$56.3M	Sell	260,719 -1,540	-0.6%	-$291K	0.2%	106
2023 Q3	$43.1M	Sell	262,259 -5,972	-2%	-$1.09M	0.17%	119
2023 Q2	$52M	Sell	268,231 -2,643	-1%	-$517K	0.19%	109
2023 Q1	$55.4M	Buy	270,874 +1,781	+0.7%	+$374K	0.22%	107
2022 Q4	$57M	Sell	269,093 -16,642	-6%	-$3.46M	0.24%	102
2022 Q3	$61.3M	Buy	285,735 +3,634	+1%	+$934K	0.26%	93
2022 Q2	$72.1M	Buy	282,101 +7,214	+3%	+$1.81M	0.3%	79
2022 Q1	$69.1M	Buy	274,887 +172	+0.1%	+$42K	0.24%	101
2021 Q4	$80.4M	Sell	274,715 -7,145	-3%	-$1.95M	0.26%	88
2021 Q3	$74.8M	Sell	281,860 -9,459	-3%	-$2.7M	0.26%	97
2021 Q2	$78.7M	Sell	291,319 -8,469	-3%	-$2.16M	0.27%	92
2021 Q1	$71.7M	Sell	299,788 -21,049	-7%	-$4.69M	0.26%	95
2020 Q4	$72M	Sell	320,837 -9,095	-3%	-$2.11M	0.26%	93
2020 Q3	$79.8M	Sell	329,932 -28,154	-8%	-$7.14M	0.32%	76
2020 Q2	$92.6M	Sell	358,086 -19,634	-5%	-$4.86M	0.38%	60
2020 Q1	$82.2M	Buy	377,720 +6,326	+2%	+$1.47M	0.38%	66
2019 Q4	$85.4M	Buy	371,394 +453	+0.1%	+$98.7K	0.32%	72
2019 Q3	$82M	Buy	370,941 +472	+0.1%	+$103K	0.34%	71
2019 Q2	$75.7M	Sell	370,469 -372	-0.1%	-$74.8K	0.31%	73
2019 Q1	$72.4M	Buy	370,841 +5,391	+1%	+$945K	0.3%	79
2018 Q4	$57.8M	Buy	365,450 +471	+0.1%	+$73.6K	0.28%	87
2018 Q3	$53M	Sell	364,979 -10,205	-3%	-$1.5M	0.22%	100
2018 Q2	$54.1M	Sell	375,184 -1,068	-0.3%	-$148K	0.23%	100
2018 Q1	$54.7M	Buy	376,252 +3,431	+0.9%	+$483K	0.24%	101
2017 Q4	$53.2M	Sell	372,821 -2,803	-0.7%	-$400K	0.23%	108
2017 Q3	$51.3M	Buy	375,624 +8,167	+2%	+$1.14M	0.23%	109
2017 Q2	$48.6M	Sell	367,457 -1,839	-0.5%	-$236K	0.23%	107
2017 Q1	$44.9M	Buy	369,296 +12,156	+3%	+$1.34M	0.22%	116
2016 Q4	$37.7M	Buy	357,140 +700	+0.2%	+$76.1K	0.2%	125
2016 Q3	$40.4M	Sell	356,440 -7,626	-2%	-$872K	0.22%	112
2016 Q2	$41.4M	Buy	364,066 +4,953	+1%	+$527K	0.23%	105
2016 Q1	$36.8M	Buy	359,113 +8,764	+3%	+$819K	0.21%	118
2015 Q4	$34M	Buy	350,349 +2,598	+0.7%	+$253K	0.2%	122
2015 Q3	$30.6M	Buy	347,751 +12,204	+4%	+$1.15M	0.19%	128
2015 Q2	$31.3M	Buy	335,547 +4,266	+1%	+$404K	0.19%	139
2015 Q1	$31.2M	Buy	331,281 +30,939	+10%	+$3.01M	0.19%	137
2014 Q4	$29.7M	Sell	300,342 -2,046	-0.7%	-$201K	0.19%	139
2014 Q3	$28.3M	Buy	302,388 +18,770	+7%	+$1.79M	0.18%	141
2014 Q2	$25.5M	Sell	283,618 -5,842	-2%	-$505K	0.18%	145
2014 Q1	$23.7M	Buy	289,460 +512	+0.2%	+$41.7K	0.17%	152
2013 Q4	$23.1M	Buy	288,948 +3,352	+1%	+$260K	0.17%	148
2013 Q3	$21.2M	Buy	285,596 +6,174	+2%	+$446K	0.17%	141
2013 Q2	$20.4M	Buy	+279,422	New	+$22.2M	0.18%	134

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

Chevy Chase Trust's AMT Position: Q1 2026 in Review

Chevy Chase Trust reduced its American Tower (AMT) stake by 1.2% in Q1 2026, selling an estimated $534K and leaving 234,414 shares worth $40.5M. The position accounts for 0.12% of the portfolio, ranked #156.

Chevy Chase Trust first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $92.6M in Q2 2020. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Chevy Chase Trust held 234,414 shares of American Tower worth $40.5M as of Q1 2026.
Chevy Chase Trust sold 2,965 American Tower shares in Q1 2026, an estimated $534K.
American Tower made up 0.12% of Chevy Chase Trust's portfolio in Q1 2026, its #156 holding.
Chevy Chase Trust first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's American Tower position peaked at $92.6M in Q2 2020.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.