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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marks Group Wealth Management's AMT Position: Q1 2026 in Review

Marks Group Wealth Management reduced its American Tower (AMT) stake by 2.6% in Q1 2026, selling an estimated $53.8K and leaving 11,096 shares worth $1.91M. The position accounts for 0.18% of the portfolio, ranked #137.

Marks Group Wealth Management first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Marks Group Wealth Management held 11,096 shares of American Tower worth $1.91M as of Q1 2026.
Marks Group Wealth Management sold 299 American Tower shares in Q1 2026, an estimated $53.8K.
American Tower made up 0.18% of Marks Group Wealth Management's portfolio in Q1 2026, its #137 holding.
Marks Group Wealth Management first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
Marks Group Wealth Management's American Tower position peaked at $2M in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.