MW
AMT icon

Marcum Wealth’s American Tower AMT Stock Holding History

Marcum 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
2025
Q1 		$1.2M Buy
5,518
+459
+9% +$90K 0.1% 96
2024
Q4 		$928K Sell
5,059
-478
-9% -$99K 0.08% 122
2024
Q3 		$1.29M Sell
5,537
-76
-1% -$16.9K 0.12% 88
2024
Q2 		$1.09M Buy
5,613
+143
+3% +$26.7K 0.11% 94
2024
Q1 		$1.08M Sell
5,470
-39
-0.7% -$7.77K 0.11% 97
2023
Q4 		$1.19M Sell
5,509
-609
-10% -$115K 0.13% 86
2023
Q3 		$1.01M Buy
6,118
+1,653
+37% +$302K 0.12% 87
2023
Q2 		$866K Sell
4,465
-1,267
-22% -$248K 0.1% 107
2023
Q1 		$1.17M Buy
5,732
+1,890
+49% +$397K 0.15% 78
2022
Q4 		$814K Sell
3,842
-55
-1% -$11.4K 0.11% 110
2022
Q3 		$837K Buy
3,897
+38
+1% +$9.76K 0.13% 96
2022
Q2 		$986K Buy
3,859
+223
+6% +$56K 0.15% 90
2022
Q1 		$913K Sell
3,636
-827
-19% -$202K 0.13% 105
2021
Q4 		$1.3M Buy
4,463
+131
+3% +$35.8K 0.18% 80
2021
Q3 		$1.15M Buy
4,332
+626
+17% +$178K 0.18% 81
2021
Q2 		$1M Buy
3,706
+34
+0.9% +$8.66K 0.16% 94
2021
Q1 		$878K Buy
3,672
+2,233
+155% +$497K 0.14% 108
2020
Q4 		$323K Buy
+1,439
New +$335K 0.08% 100

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marcum Wealth's AMT Position: Q1 2025 in Review

Marcum Wealth increased its American Tower (AMT) stake by 9.1% in Q1 2025, buying an estimated $90K and bringing the position to 5,518 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #96.

Marcum Wealth first reported a position in AMT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2021. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Marcum Wealth held 5,518 shares of American Tower worth $1.2M as of Q1 2025.
  • Marcum Wealth bought 459 American Tower shares in Q1 2025, an estimated $90K.
  • American Tower made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #96 holding.
  • Marcum Wealth first reported a position in American Tower in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's American Tower position peaked at $1.3M in Q4 2021.
  • 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.