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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

AMT holding history

American Tower Corp in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
11,521
Value
$1.88M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of AMT by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,521$1.88M0.2%+425+3.8%AddedHolders
Q1 202611,096$1.91M0.2%−299−2.6%ReducedHolders
Q4 202511,395$2.00M0.2%+3,069+36.9%AddedHolders
Q3 20258,326$1.60M0.1%+274+3.4%AddedHolders
Q2 20258,052$1.78M0.2%−273−3.3%ReducedHolders
Q1 20258,325$1.81M0.2%+279+3.5%AddedHolders
Q4 20248,046$1.48M0.1%−93−1.1%ReducedHolders
Q3 20248,139$1.89M0.2%−85−1.0%ReducedHolders
Q2 20248,224$1.60M0.2%+2,792+51.4%AddedHolders
Q1 20245,432$1.07M0.1%+5,432NewHolders