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Marshall & Sterling Wealth Advisors’s American Tower AMT Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q3 		– Sell
-6
Closed -$1.33K – 647
2025
Q2 		$1.33K Hold
6
– – ﹤0.01% 568
2025
Q1 		$1.31K Buy
+6
New +$1.18K ﹤0.01% 564

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMT Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 6 shares — an estimated $1.33K sold.

Marshall & Sterling Wealth Advisors first reported a position in AMT in Q1 2025 and held it in 2 quarters. The position peaked at $1.33K in Q2 2025. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 American Tower shares in Q3 2025, an estimated $1.33K.
  • Marshall & Sterling Wealth Advisors first reported a position in American Tower in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's American Tower position peaked at $1.33K in Q2 2025.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.