Cypress Financial Planning
AMT icon

Cypress Financial Planning’s American Tower AMT Stock Holding History

Cypress Financial Planning’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
Q3 		$318K Sell
1,942
-364
-16% -$62.5K 0.09% 78
2026
Q2 		$377K Buy
2,306
+367
+19% +$66.1K 0.09% 74
2026
Q1 		$335K Hold
1,939
– – 0.09% 74
2025
Q4 		$343K Buy
1,939
+2
+0.1% +$364 0.09% 78
2025
Q3 		$373K Buy
1,937
+1
+0.1% +$208 0.11% 60
2025
Q2 		$428K Hold
1,936
– – 0.14% 51
2025
Q1 		$421K Buy
1,936
+4
+0.2% +$785 0.15% 46
2024
Q4 		$354K Sell
1,932
-5
-0.3% -$1.04K 0.13% 52
2024
Q3 		$450K Buy
1,937
+1
+0.1% +$222 0.17% 40
2024
Q2 		$376K Buy
1,936
+8
+0.4% +$1.5K 0.16% 46
2024
Q1 		$381K Buy
+1,928
New +$384K 0.17% 43
2023
Q4 		– Sell
-1,882
Closed -$309K – 43
2023
Q3 		$309K Hold
1,882
– – 0.18% 47
2023
Q2 		$367K Hold
1,882
– – 0.21% 41
2023
Q1 		$378K Hold
1,882
– – 0.23% 35
2022
Q4 		$404K Sell
1,882
-31
-2% -$6.45K 0.27% 37
2022
Q3 		$411K Buy
1,913
+2
+0.1% +$514 0.29% 34
2022
Q2 		$488K Buy
+1,911
New +$480K 0.33% 29

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cypress Financial Planning's AMT Position: Q3 2026 in Review

Cypress Financial Planning reduced its American Tower (AMT) stake by 16% in Q3 2026, selling an estimated $62.5K and leaving 1,942 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #78.

Cypress Financial Planning first reported a position in AMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $488K in Q2 2022. 483 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Cypress Financial Planning held 1,942 shares of American Tower worth $318K as of Q3 2026.
  • Cypress Financial Planning sold 364 American Tower shares in Q3 2026, an estimated $62.5K.
  • American Tower made up 0.09% of Cypress Financial Planning's portfolio in Q3 2026, its #78 holding.
  • Cypress Financial Planning first reported a position in American Tower in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's American Tower position peaked at $488K in Q2 2022.
  • 483 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.