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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
Q2 		$582K Buy
3,561
+202
+6% +$36.4K 0.01% 443
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Daymark Wealth Partners's AMT Position: Q2 2026 in Review

Daymark Wealth Partners increased its American Tower (AMT) stake by 6% in Q2 2026, buying an estimated $36.4K and bringing the position to 3,561 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #443.

Daymark Wealth Partners first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Daymark Wealth Partners held 3,561 shares of American Tower worth $582K as of Q2 2026.
  • Daymark Wealth Partners bought 202 American Tower shares in Q2 2026, an estimated $36.4K.
  • American Tower made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #443 holding.
  • Daymark Wealth Partners first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's American Tower position peaked at $1.01M in Q1 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.