PDS Planning’s American Tower AMT Stock Holding History

PDS Planning’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	$654K	Sell	3,789 -325	-8%	-$58.5K	0.04%	212
2025 Q4	$722K	Sell	4,114 -112	-3%	-$20.4K	0.05%	191
2025 Q3	$813K	Sell	4,226 -255	-6%	-$53.1K	0.06%	164
2025 Q2	$990K	Buy	4,481 +1,616	+56%	+$349K	0.07%	130
2025 Q1	$623K	Buy	2,865 +263	+10%	+$51.6K	0.05%	176
2024 Q4	$477K	Buy	2,602 +239	+10%	+$49.5K	0.04%	198
2024 Q3	$550K	Buy	2,363 +126	+6%	+$27.9K	0.05%	173
2024 Q2	$435K	Buy	2,237 +141	+7%	+$26.4K	0.04%	193
2024 Q1	$414K	Buy	2,096 +413	+25%	+$82.3K	0.04%	194
2023 Q4	$363K	Sell	1,683 -138	-8%	-$26.1K	0.04%	199
2023 Q3	$299K	Buy	1,821 +253	+16%	+$46.2K	0.04%	215
2023 Q2	$304K	Sell	1,568 -316	-17%	-$61.8K	0.04%	215
2023 Q1	$385K	Buy	1,884 +921	+96%	+$193K	0.05%	149
2022 Q4	$204K	Sell	963 -456	-32%	-$94.9K	0.03%	201
2022 Q3	$305K	Buy	1,419 +112	+9%	+$28.8K	0.06%	130
2022 Q2	$334K	Buy	1,307 +284	+28%	+$71.3K	0.06%	127
2022 Q1	$257K	Buy	1,023 +47	+5%	+$11.5K	0.05%	164
2021 Q4	$285K	Buy	976 +29	+3%	+$7.92K	0.05%	145
2021 Q3	$251K	Buy	947 +54	+6%	+$15.4K	0.06%	152
2021 Q2	$241K	Buy	+893	New	+$228K	0.06%	153

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