Koss-Olinger Consulting’s American Tower AMT Stock Holding History

Koss-Olinger Consulting’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	-1,189	Closed	-$263K	–	272
2025 Q3	$263K	Hold	1,189	–	–	0.02%	275
2025 Q2	$263K	Buy	1,189 +2	+0.2%	+$432	0.02%	279
2025 Q1	$258K	Buy	+1,187	New	+$233K	0.02%	266
2024 Q4	–	Sell	-1,135	Closed	-$264K	–	191
2024 Q3	$264K	Hold	1,135	–	–	0.02%	238
2024 Q2	$221K	Buy	+1,135	New	+$212K	0.02%	240
2024 Q1	–	Sell	-1,175	Closed	-$254K	–	56
2023 Q4	$254K	Buy	+1,175	New	+$222K	0.02%	259
2023 Q3	–	Sell	-1,089	Closed	-$211K	–	277
2023 Q2	$211K	Buy	1,089 +1	+0.1%	+$196	0.02%	246
2023 Q1	$222K	Sell	1,088 -11	-1%	-$2.31K	0.03%	222
2022 Q4	$233K	Buy	+1,099	New	+$229K	0.03%	190
2021 Q4	–	Sell	-1,082	Closed	-$287K	–	217
2021 Q3	$287K	Buy	+1,082	New	+$308K	0.05%	179

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Koss-Olinger Consulting's AMT Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,189 shares — an estimated $263K sold.

Koss-Olinger Consulting first reported a position in AMT in Q3 2021 and held it in 10 quarters. The position peaked at $287K in Q3 2021. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Koss-Olinger Consulting reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 1,189 American Tower shares in Q4 2025, an estimated $263K.
Koss-Olinger Consulting first reported a position in American Tower in Q3 2021 and held it in 10 quarters.
Koss-Olinger Consulting's American Tower position peaked at $287K in Q3 2021.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.