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Marks Group Wealth Management’s American Tower AMT Stock Holding History

Marks Group 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 		$1.88M Buy
11,521
+425
+4% +$76.5K 0.16% 139
2026
Q1 		$1.91M Sell
11,096
-299
-3% -$53.8K 0.18% 137
2025
Q4 		$2M Buy
11,395
+3,069
+37% +$558K 0.19% 128
2025
Q3 		$1.6M Buy
8,326
+274
+3% +$57.1K 0.15% 137
2025
Q2 		$1.78M Sell
8,052
-273
-3% -$58.9K 0.17% 127
2025
Q1 		$1.81M Buy
8,325
+279
+3% +$54.7K 0.17% 131
2024
Q4 		$1.48M Sell
8,046
-93
-1% -$19.3K 0.15% 140
2024
Q3 		$1.89M Sell
8,139
-85
-1% -$18.8K 0.18% 131
2024
Q2 		$1.6M Buy
8,224
+2,792
+51% +$522K 0.17% 139
2024
Q1 		$1.07M Buy
+5,432
New +$1.08M 0.11% 164

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

Marks Group Wealth Management's AMT Position: Q2 2026 in Review

Marks Group Wealth Management increased its American Tower (AMT) stake by 3.8% in Q2 2026, buying an estimated $76.5K and bringing the position to 11,521 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #139.

Marks Group Wealth Management first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2M in Q4 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Marks Group Wealth Management held 11,521 shares of American Tower worth $1.88M as of Q2 2026.
  • Marks Group Wealth Management bought 425 American Tower shares in Q2 2026, an estimated $76.5K.
  • American Tower made up 0.16% of Marks Group Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Marks Group Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • Marks Group Wealth Management's American Tower position peaked at $2M in Q4 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.