Marion Wealth Management
AMT icon

Marion Wealth Management’s American Tower AMT Stock Holding History

Marion 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
Q3 		$1.2M Buy
7,339
+286
+4% +$49.1K 0.24% 82
2026
Q2 		$1.15M Buy
7,053
+308
+5% +$55.4K 0.23% 80
2026
Q1 		$1.16M Buy
6,745
+504
+8% +$90.7K 0.26% 78
2025
Q4 		$1.12M Buy
6,241
+229
+4% +$41.7K 0.25% 77
2025
Q3 		$1.16M Buy
6,012
+88
+1% +$18.3K 0.27% 74
2025
Q2 		$1.31M Buy
5,924
+48
+0.8% +$10.4K 0.33% 68
2025
Q1 		$1.28M Buy
5,876
+388
+7% +$76.1K 0.34% 67
2024
Q4 		$1.01M Buy
5,488
+156
+3% +$32.3K 0.27% 76
2024
Q3 		$1.24M Buy
5,332
+184
+4% +$40.8K 0.33% 69
2024
Q2 		$1M Buy
5,148
+196
+4% +$36.6K 0.29% 72
2024
Q1 		$978K Buy
4,952
+132
+3% +$26.3K 0.29% 71
2023
Q4 		$1.04M Buy
4,820
+1,499
+45% +$283K 0.33% 68
2023
Q3 		$546K Buy
3,321
+305
+10% +$55.7K 0.19% 81
2023
Q2 		$585K Buy
3,016
+91
+3% +$17.8K 0.21% 77
2023
Q1 		$598K Buy
2,925
+328
+13% +$68.8K 0.22% 77
2022
Q4 		$550K Buy
2,597
+306
+13% +$63.7K 0.23% 76
2022
Q3 		$492K Buy
2,291
+136
+6% +$34.9K 0.25% 73
2022
Q2 		$551K Buy
2,155
+767
+55% +$192K 0.29% 74
2022
Q1 		$349K Buy
1,388
+60
+5% +$14.6K 0.17% 82
2021
Q4 		$388K Buy
+1,328
New +$363K 0.18% 81

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Marion Wealth Management's AMT Position: Q3 2026 in Review

Marion Wealth Management increased its American Tower (AMT) stake by 4.1% in Q3 2026, buying an estimated $49.1K and bringing the position to 7,339 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #82.

Marion Wealth Management first reported a position in AMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.31M in Q2 2025. 416 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Marion Wealth Management held 7,339 shares of American Tower worth $1.2M as of Q3 2026.
  • Marion Wealth Management bought 286 American Tower shares in Q3 2026, an estimated $49.1K.
  • American Tower made up 0.24% of Marion Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Marion Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 20 quarters since.
  • Marion Wealth Management's American Tower position peaked at $1.31M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.