Oak Thistle LLC’s American Tower AMT Stock Holding History

Oak Thistle LLC’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	–	Sell	-11,991	Closed	-$2.11M	–	467
2025 Q4	$2.11M	Buy	11,991 +1,064	+10%	+$194K	0.29%	105
2025 Q3	$2.1M	Buy	+10,927	New	+$2.28M	0.32%	99
2024 Q4	–	Sell	-3,340	Closed	-$777K	–	406
2024 Q3	$777K	Buy	+3,340	New	+$741K	0.25%	163
2024 Q2	–	Sell	-1,532	Closed	-$303K	–	299
2024 Q1	$303K	Buy	+1,532	New	+$305K	0.27%	171
2023 Q4	–	Sell	-2,384	Closed	-$392K	–	434
2023 Q3	$392K	Buy	2,384 +454	+24%	+$82.9K	0.12%	344
2023 Q2	$374K	Buy	+1,930	New	+$377K	0.2%	217
2022 Q2	–	Sell	-937	Closed	-$235K	–	190
2022 Q1	$235K	Buy	+937	New	+$229K	0.12%	319

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

Oak Thistle LLC's AMT Position: Q1 2026 in Review

Oak Thistle LLC sold out of American Tower (AMT) in Q1 2026, closing a stake of 11,991 shares — an estimated $2.11M sold.

Oak Thistle LLC first reported a position in AMT in Q1 2022 and held it in 7 quarters. The position peaked at $2.11M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Oak Thistle LLC reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Oak Thistle LLC sold 11,991 American Tower shares in Q1 2026, an estimated $2.11M.
Oak Thistle LLC first reported a position in American Tower in Q1 2022 and held it in 7 quarters.
Oak Thistle LLC's American Tower position peaked at $2.11M in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.