McDaniel Terry & Co’s American Tower AMT Stock Holding History

McDaniel Terry & 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	-1,737	Closed	-$334K	–	77
2025 Q3	$334K	Buy	+1,737	New	+$362K	0.03%	80

Other funds holding AMT

JSC

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McDaniel Terry & Co's AMT Position: Q4 2025 in Review

McDaniel Terry & Co sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,737 shares — an estimated $334K sold.

McDaniel Terry & Co first reported a position in AMT in Q3 2025 and held it in 1 quarter. The position peaked at $334K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

McDaniel Terry & Co reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 1,737 American Tower shares in Q4 2025, an estimated $334K.
McDaniel Terry & Co first reported a position in American Tower in Q3 2025 and held it in 1 quarter.
McDaniel Terry & Co's American Tower position peaked at $334K in Q3 2025.
1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.