J.M. Forbes & Co’s American Tower AMT Stock Holding History

J.M. Forbes & Co’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
2025 Q4	–	Sell	-1,128	Closed	-$217K	–	142
2025 Q3	$217K	Hold	1,128	–	–	0.02%	136
2025 Q2	$249K	Buy	1,128 +73	+7%	+$15.8K	0.02%	131
2025 Q1	$230K	Buy	+1,055	New	+$207K	0.02%	135
2024 Q4	–	Sell	-1,055	Closed	-$245K	–	142
2024 Q3	$245K	Sell	1,055 -2	-0.2%	-$443	0.02%	132
2024 Q2	$205K	Hold	1,057	–	–	0.02%	131
2024 Q1	$209K	Hold	1,057	–	–	0.02%	128
2023 Q4	$228K	Buy	+1,057	New	+$200K	0.03%	124
2022 Q4	–	Sell	-23,092	Closed	-$4.96M	–	109
2022 Q3	$4.96M	Buy	23,092 +258	+1%	+$66.3K	0.78%	45
2022 Q2	$5.84M	Sell	22,834 -62	-0.3%	-$15.6K	0.86%	44
2022 Q1	$5.75M	Sell	22,896 -352	-2%	-$85.9K	0.73%	47
2021 Q4	$6.8M	Buy	23,248 +28	+0.1%	+$7.65K	0.78%	47
2021 Q3	$6.16M	Buy	23,220 +207	+0.9%	+$59K	0.78%	45
2021 Q2	$6.22M	Buy	23,013 +27	+0.1%	+$6.88K	0.78%	45
2021 Q1	$5.5M	Buy	22,986 +511	+2%	+$114K	0.77%	42
2020 Q4	$5.04M	Buy	22,475 +137	+0.6%	+$31.8K	0.74%	40
2020 Q3	$5.4M	Buy	+22,338	New	+$5.66M	0.86%	39

Other funds holding AMT

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return