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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cypress Financial Planning's AMT Position: Q2 2026 in Review

Cypress Financial Planning increased its American Tower (AMT) stake by 19% in Q2 2026, buying an estimated $66.1K and bringing the position to 2,306 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #74.

Cypress Financial Planning first reported a position in AMT in Q2 2022 and has held it in 16 quarters since. The position peaked at $488K in Q2 2022. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cypress Financial Planning held 2,306 shares of American Tower worth $377K as of Q2 2026.
  • Cypress Financial Planning bought 367 American Tower shares in Q2 2026, an estimated $66.1K.
  • American Tower made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #74 holding.
  • Cypress Financial Planning first reported a position in American Tower in Q2 2022 and has held it in 16 quarters since.
  • Cypress Financial Planning's American Tower position peaked at $488K in Q2 2022.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.