Whittier Trust’s American Tower AMT Stock Holding History

Whittier 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	$2.08M	Sell	11,800 -962	-8%	-$173K	0.02%	261
2025 Q4	$2.24M	Sell	12,762 -1,594	-11%	-$290K	0.02%	262
2025 Q3	$2.73M	Sell	14,356 -1,285	-8%	-$268K	0.03%	242
2025 Q2	$3.46M	Sell	15,641 -13	-0.1%	-$2.81K	0.04%	228
2025 Q1	$3.41M	Sell	15,654 -1,940	-11%	-$381K	0.05%	226
2024 Q4	$3.23M	Sell	17,594 -1,377	-7%	-$285K	0.04%	235
2024 Q3	$4.41M	Sell	18,971 -1,685	-8%	-$374K	0.06%	216
2024 Q2	$4.02M	Sell	20,656 -2,664	-11%	-$498K	0.06%	213
2024 Q1	$4.61M	Sell	23,320 -30,638	-57%	-$6.1M	0.07%	204
2023 Q4	$11.6M	Sell	53,958 -32,395	-38%	-$6.12M	0.19%	116
2023 Q3	$14.2M	Buy	86,353 +1,230	+1%	+$225K	0.25%	86
2023 Q2	$16.5M	Sell	85,123 -1,900	-2%	-$371K	0.29%	83
2023 Q1	$17.8M	Sell	87,023 -299	-0.3%	-$62.7K	0.32%	74
2022 Q4	$18.5M	Sell	87,322 -22,980	-21%	-$4.78M	0.36%	69
2022 Q3	$23.7M	Buy	110,302 +2,976	+3%	+$765K	0.5%	50
2022 Q2	$27.4M	Buy	107,326 +953	+0.9%	+$239K	0.55%	44
2022 Q1	$26.7M	Buy	106,373 +1,546	+1%	+$377K	0.45%	51
2021 Q4	$30.7M	Buy	104,827 +1,575	+2%	+$430K	0.5%	51
2021 Q3	$27.4M	Buy	103,252 +520	+0.5%	+$148K	0.5%	49
2021 Q2	$27.8M	Buy	102,732 +3,036	+3%	+$774K	0.49%	47
2021 Q1	$23.8M	Buy	99,696 +2,825	+3%	+$629K	0.46%	52
2020 Q4	$21.7M	Buy	96,871 +3,241	+3%	+$753K	0.46%	52
2020 Q3	$22.6M	Buy	93,630 +576	+0.6%	+$146K	0.54%	40
2020 Q2	$24.1M	Buy	93,054 +1,980	+2%	+$490K	0.67%	35
2020 Q1	$19.8M	Sell	91,074 -1,135	-1%	-$264K	0.65%	35
2019 Q4	$21.2M	Buy	92,209 +1,060	+1%	+$231K	0.56%	43
2019 Q3	$20.2M	Buy	91,149 +1,879	+2%	+$410K	0.58%	41
2019 Q2	$18.3M	Buy	89,270 +1,491	+2%	+$300K	0.54%	44
2019 Q1	$17.3M	Buy	87,779 +694	+0.8%	+$122K	0.53%	47
2018 Q4	$13.8M	Sell	87,085 -768	-0.9%	-$120K	0.47%	51
2018 Q3	$12.8M	Buy	87,853 +869	+1%	+$127K	0.4%	66
2018 Q2	$12.5M	Buy	86,984 +5,413	+7%	+$752K	0.41%	67
2018 Q1	$11.9M	Buy	81,571 +3,543	+5%	+$499K	0.4%	68
2017 Q4	$11.1M	Buy	78,028 +3,562	+5%	+$508K	0.39%	72
2017 Q3	$10.2M	Buy	74,466 +669	+0.9%	+$93.1K	0.37%	77
2017 Q2	$9.77M	Buy	73,797 +1,142	+2%	+$146K	0.38%	78
2017 Q1	$8.83M	Buy	72,655 +1,894	+3%	+$208K	0.36%	82
2016 Q4	$7.48M	Buy	70,761 +597	+0.9%	+$64.9K	0.32%	87
2016 Q3	$7.95M	Sell	70,164 -5,995	-8%	-$685K	0.35%	83
2016 Q2	$8.65M	Buy	76,159 +842	+1%	+$89.6K	0.38%	76
2016 Q1	$7.71M	Buy	75,317 +1,938	+3%	+$181K	0.34%	82
2015 Q4	$7.11M	Buy	73,379 +1,343	+2%	+$131K	0.32%	89
2015 Q3	$6.34M	Sell	72,036 -286	-0.4%	-$26.9K	0.31%	89
2015 Q2	$6.75M	Buy	72,322 +5,101	+8%	+$483K	0.3%	87
2015 Q1	$6.33M	Buy	67,221 +1,199	+2%	+$117K	0.29%	96
2014 Q4	$6.53M	Buy	66,022 +309	+0.5%	+$30.4K	0.31%	91
2014 Q3	$6.15M	Buy	65,713 +295	+0.5%	+$28.1K	0.3%	96
2014 Q2	$5.89M	Buy	65,418 +1,299	+2%	+$112K	0.29%	99
2014 Q1	$5.25M	Buy	64,119 +842	+1%	+$68.6K	0.27%	105
2013 Q4	$5.05M	Buy	63,277 +184	+0.3%	+$14.3K	0.26%	106
2013 Q3	$4.68M	Buy	63,093 +584	+0.9%	+$42.2K	0.25%	107
2013 Q2	$4.57M	Buy	+62,509	New	+$4.97M	0.26%	102

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

Whittier Trust's AMT Position: Q1 2026 in Review

Whittier Trust reduced its American Tower (AMT) stake by 7.5% in Q1 2026, selling an estimated $173K and leaving 11,800 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #261.

Whittier Trust first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.7M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Whittier Trust held 11,800 shares of American Tower worth $2.08M as of Q1 2026.
Whittier Trust sold 962 American Tower shares in Q1 2026, an estimated $173K.
American Tower made up 0.02% of Whittier Trust's portfolio in Q1 2026, its #261 holding.
Whittier Trust first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's American Tower position peaked at $30.7M in Q4 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.