Position in AMX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,029,788
+$1,421,917 QoQ
Shares Held
158,155
+25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0.20043628086370965.ToString("F0")%
Shared 0.ToString("F0")%
None 99.79956371913629.ToString("F0")%
Common Shares in AMX Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Creative Planning holds $369,239,649 across 36 Telecom Services names. AMX ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,396,232 | $70,090,846 | |
| 2 | T |
At&T Inc.
|
2,299,186 | $66,653,401 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,997 | $55,926,993 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
164,342 | $34,516,750 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
1,017,617 | $29,806,001 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
430,025 | $18,164,255 | |
| 7 | ECHO |
EchoStar CORP
|
100,020 | $11,709,340 | |
| 8 | BCE |
Bce Inc
|
352,870 | $8,906,438 |
All Filings in AMX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,029,788 | 158,155 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,607,871 | 126,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,236,437 | 106,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,412,391 | 134,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,654,539 | 116,353 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,791,992 | 109,535 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,123,079 | 124,887 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,758,861 | 147,849 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,653,285 | 143,266 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,617,502 | 151,126 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,021,852 | 139,642 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,939,610 | 139,649 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||