Daymark Wealth Partners’s American Tower AMT Stock Holding History

Daymark Wealth Partners’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	$580K	Buy	3,359 +531	+19%	+$95.5K	0.02%	387
2025 Q4	$496K	Sell	2,828 -281	-9%	-$51.1K	0.02%	394
2025 Q3	$598K	Sell	3,109 -300	-9%	-$62.5K	0.02%	349
2025 Q2	$753K	Buy	3,409 +23	+0.7%	+$4.97K	0.03%	297
2025 Q1	$737K	Sell	3,386 -289	-8%	-$56.7K	0.03%	287
2024 Q4	$674K	Sell	3,675 -287	-7%	-$59.5K	0.03%	287
2024 Q3	$921K	Sell	3,962 -443	-10%	-$98.2K	0.04%	255
2024 Q2	$856K	Sell	4,405 -717	-14%	-$134K	0.04%	256
2024 Q1	$1.01M	Buy	5,122 +436	+9%	+$86.8K	0.05%	195
2023 Q4	$1.01M	Buy	4,686 +129	+3%	+$24.4K	0.06%	186
2023 Q3	$749K	Sell	4,557 -524	-10%	-$95.7K	0.05%	200
2023 Q2	$985K	Buy	5,081 +1,147	+29%	+$224K	0.07%	170
2023 Q1	$804K	Buy	3,934 +1,215	+45%	+$255K	0.11%	150
2022 Q4	$576K	Buy	+2,719	New	+$566K	0.1%	135

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

Daymark Wealth Partners's AMT Position: Q1 2026 in Review

Daymark Wealth Partners increased its American Tower (AMT) stake by 19% in Q1 2026, buying an estimated $95.5K and bringing the position to 3,359 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #387.

Daymark Wealth Partners first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Daymark Wealth Partners held 3,359 shares of American Tower worth $580K as of Q1 2026.
Daymark Wealth Partners bought 531 American Tower shares in Q1 2026, an estimated $95.5K.
American Tower made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #387 holding.
Daymark Wealth Partners first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's American Tower position peaked at $1.01M in Q1 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.