Marble Wealth’s American Tower AMT Stock Holding History

Marble Wealth’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	–	Sell	-1,265	Closed	-$222K	–	226
2025 Q4	$222K	Buy	+1,265	New	+$230K	0.03%	259

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Marble Wealth's AMT Position: Q1 2026 in Review

Marble Wealth sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,265 shares — an estimated $222K sold.

Marble Wealth first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 1,759 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Marble Wealth reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 1,265 American Tower shares in Q1 2026, an estimated $222K.
Marble Wealth first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
Marble Wealth's American Tower position peaked at $222K in Q4 2025.
1,759 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.