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Two kinds of vote are listed: a board-sponsored proposal Adviser Managed Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.
Everything Only shareholder proposals it backed
32 proposals. Every shareholder proposal Adviser Managed Trust backed in 2025-2026 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Adviser Managed Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| AT&T Inc. | May 14, 2026 | EEO-1 report disclosure policy | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Akamai Technologies, Inc. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation | Other Social Issues | Shareholder | Against | FOR | 1 |
| AutoNation, Inc. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| BJ's Wholesale Club Holdings, Inc. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Berkshire Hathaway Inc. | May 2, 2026 | Shareholder proposal requesting that the company issue a report disclosing the board's oversight framework for workforce and human-capital management across its operating subsidiaries. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Booking Holdings Inc. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Charter Communications, Inc. | April 21, 2026 | Stockholder proposal regarding political expenditures report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Dollar General Corporation | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Eli Lilly and Company | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Fastenal Company | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. | Diversity, Equity, and Inclusion | Shareholder | No recommendation | FOR | 1 |
| HCA Healthcare, Inc. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Proposal No. 4: Vote on a stockholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Markel Group Inc. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative AI chatbots. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 27, 2026 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 5, 2025 | Report on AI Data Usage Oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| NVR, Inc. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| O'Reilly Automotive, Inc. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Otis Worldwide Corporation | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| Palantir Technologies Inc. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Pilgrim's Pride Corporation | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Sonoco Products Company | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Steel Dynamics, Inc. | May 6, 2026 | Shareholder proposal - avoid political spending brand damage | Other Social Issues | Shareholder | Against | FOR | 1 |
| The Coca-Cola Company | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure | Other Social Issues | Shareholder | Against | FOR | 1 |
| Tyler Technologies, Inc. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Tyson Foods, Inc. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Universal Health Services, Inc. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Walmart Inc. | June 4, 2026 | Report on Immigration Policy & Enforcement | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
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Built October 13, 2026 from SEC Form N-PX filings.