Legacy Trust’s American Tower AMT Stock Holding History

Legacy 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	$628K	Sell	3,641 -15	-0.4%	-$2.7K	0.12%	113
2025 Q4	$642K	Sell	3,656 -16	-0.4%	-$2.91K	0.12%	112
2025 Q3	$706K	Sell	3,672 -46	-1%	-$9.58K	0.14%	109
2025 Q2	$822K	Sell	3,718 -389	-9%	-$84K	0.2%	81
2025 Q1	$894K	Buy	4,107 +1	+0%	+$196	0.22%	78
2024 Q4	$753K	Sell	4,106 -157	-4%	-$32.5K	0.17%	86
2024 Q3	$991K	Buy	4,263 +32	+0.8%	+$7.09K	0.23%	76
2024 Q2	$822K	Buy	4,231 +5	+0.1%	+$935	0.2%	80
2024 Q1	$835K	Buy	4,226 +8	+0.2%	+$1.59K	0.21%	81
2023 Q4	$911K	Sell	4,218 -16	-0.4%	-$3.02K	0.24%	77
2023 Q3	$696K	Buy	4,234 +13	+0.3%	+$2.37K	0.2%	85
2023 Q2	$819K	Buy	4,221 +143	+4%	+$28K	0.23%	80
2023 Q1	$833K	Buy	4,078 +224	+6%	+$47K	0.25%	80
2022 Q4	$817K	Buy	+3,854	New	+$802K	0.25%	73

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