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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Marion Wealth Management increased its American Tower (AMT) stake by 4.6% in Q2 2026, buying an estimated $55.4K and bringing the position to 7,053 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #80.

Marion Wealth Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q2 2025. 259 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Marion Wealth Management held 7,053 shares of American Tower worth $1.15M as of Q2 2026.
  • Marion Wealth Management bought 308 American Tower shares in Q2 2026, an estimated $55.4K.
  • American Tower made up 0.23% of Marion Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Marion Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's American Tower position peaked at $1.31M in Q2 2025.
  • 259 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.