First National Trust’s American Tower AMT Stock Holding History

First National 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	$2.64M	Sell	15,317 -77	-0.5%	-$13.9K	0.09%	162
2025 Q4	$2.7M	Sell	15,394 -200	-1%	-$36.4K	0.09%	164
2025 Q3	$3M	Sell	15,594 -94	-0.6%	-$19.6K	0.1%	156
2025 Q2	$3.47M	Buy	15,688 +519	+3%	+$112K	0.13%	142
2025 Q1	$3.3M	Buy	15,169 +8,890	+142%	+$1.74M	0.13%	135
2024 Q4	$1.15M	Sell	6,279 -4,229	-40%	-$876K	0.04%	224
2024 Q3	$2.44M	Sell	10,508 -43	-0.4%	-$9.53K	0.09%	153
2024 Q2	$2.05M	Sell	10,551 -49	-0.5%	-$9.16K	0.08%	162
2024 Q1	$2.09M	Buy	10,600 +156	+1%	+$31.1K	0.09%	159
2023 Q4	$2.25M	Sell	10,444 -205	-2%	-$38.7K	0.1%	149
2023 Q3	$1.75M	Buy	10,649 +1,581	+17%	+$289K	0.08%	161
2023 Q2	$1.76M	Buy	9,068 +4,302	+90%	+$841K	0.08%	162
2023 Q1	$974K	Sell	4,766 -2	-0%	-$420	0.05%	197
2022 Q4	$1.01M	Sell	4,768 -410	-8%	-$85.3K	0.05%	189
2022 Q3	$1.11M	Buy	5,178 +274	+6%	+$70.4K	0.06%	176
2022 Q2	$1.25M	Buy	4,904 +280	+6%	+$70.3K	0.07%	177
2022 Q1	$1.16M	Sell	4,624 -8	-0.2%	-$1.95K	0.06%	185
2021 Q4	$1.35M	Buy	4,632 +398	+9%	+$109K	0.07%	176
2021 Q3	$1.12M	Sell	4,234 -89	-2%	-$25.4K	0.07%	180
2021 Q2	$1.17M	Buy	4,323 +200	+5%	+$51K	0.07%	182
2021 Q1	$986K	Sell	4,123 -1,244	-23%	-$277K	0.06%	190
2020 Q4	$1.2M	Buy	5,367 +162	+3%	+$37.7K	0.08%	165
2020 Q3	$1.26M	Buy	5,205 +842	+19%	+$213K	0.1%	148
2020 Q2	$1.13M	Buy	4,363 +492	+13%	+$122K	0.1%	150
2020 Q1	$843K	Sell	3,871 -146	-4%	-$34K	0.08%	163
2019 Q4	$923K	Buy	4,017 +144	+4%	+$31.4K	0.08%	179
2019 Q3	$857K	Sell	3,873 -835	-18%	-$182K	0.08%	179
2019 Q2	$963K	Buy	4,708 +351	+8%	+$70.6K	0.09%	175
2019 Q1	$858K	Buy	4,357 +956	+28%	+$168K	0.09%	182
2018 Q4	$538K	Buy	3,401 +274	+9%	+$42.8K	0.06%	208
2018 Q3	$454K	Sell	3,127 -40	-1%	-$5.87K	0.05%	234
2018 Q2	$457K	Buy	3,167 +311	+11%	+$43.2K	0.05%	233
2018 Q1	$415K	Sell	2,856 -195	-6%	-$27.5K	0.05%	239
2017 Q4	$435K	Buy	3,051 +120	+4%	+$17.1K	0.05%	249
2017 Q3	$401K	Sell	2,931 -29	-1%	-$4.04K	0.05%	252
2017 Q2	$392K	Buy	2,960 +1,283	+77%	+$164K	0.05%	251
2017 Q1	$204K	Buy	+1,677	New	+$184K	0.03%	306
2013 Q3	–	Sell	-3,302	Closed	-$242K	–	235
2013 Q2	$242K	Buy	+3,302	New	+$263K	0.05%	211

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

First National Trust's AMT Position: Q1 2026 in Review

First National Trust reduced its American Tower (AMT) stake by 0.5% in Q1 2026, selling an estimated $13.9K and leaving 15,317 shares worth $2.64M. The position accounts for 0.09% of the portfolio, ranked #162.

First National Trust first reported a position in AMT in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.47M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

First National Trust held 15,317 shares of American Tower worth $2.64M as of Q1 2026.
First National Trust sold 77 American Tower shares in Q1 2026, an estimated $13.9K.
American Tower made up 0.09% of First National Trust's portfolio in Q1 2026, its #162 holding.
First National Trust first reported a position in American Tower in Q2 2013 and has held it in 38 quarters since.
First National Trust's American Tower position peaked at $3.47M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.