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Maridea Wealth Management’s American Tower AMT Stock Holding History

Maridea Wealth Management’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 		$234K Buy
1,429
+19
+1% +$3.42K 0.03% 490
2026
Q1 		$243K Sell
1,410
-55
-4% -$9.9K 0.04% 389
2025
Q4 		$257K Sell
1,465
-657
-31% -$120K 0.04% 355
2025
Q3 		$410K Buy
+2,122
New +$442K 0.06% 281

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

Maridea Wealth Management's AMT Position: Q2 2026 in Review

Maridea Wealth Management increased its American Tower (AMT) stake by 1.3% in Q2 2026, buying an estimated $3.42K and bringing the position to 1,429 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #490.

Maridea Wealth Management first reported a position in AMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q3 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Maridea Wealth Management held 1,429 shares of American Tower worth $234K as of Q2 2026.
  • Maridea Wealth Management bought 19 American Tower shares in Q2 2026, an estimated $3.42K.
  • American Tower made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Maridea Wealth Management first reported a position in American Tower in Q3 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's American Tower position peaked at $410K in Q3 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.