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Cypress Wealth Services’s American Tower AMT Stock Holding History

Cypress Wealth Services’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 		$474K Buy
2,899
+13
+0.5% +$2.34K 0.06% 246
2026
Q1 		$498K Buy
2,886
+754
+35% +$136K 0.07% 226
2025
Q4 		$374K Sell
2,132
-437
-17% -$79.5K 0.05% 251
2025
Q3 		$494K Sell
2,569
-115
-4% -$24K 0.08% 182
2025
Q2 		$593K Buy
2,684
+49
+2% +$10.6K 0.11% 151
2025
Q1 		$573K Buy
2,635
+19
+0.7% +$3.73K 0.12% 144
2024
Q4 		$480K Buy
2,616
+45
+2% +$9.32K 0.1% 160
2024
Q3 		$598K Buy
2,571
+39
+2% +$8.65K 0.12% 130
2024
Q2 		$492K Buy
2,532
+818
+48% +$153K 0.11% 147
2024
Q1 		$339K Buy
+1,714
New +$341K 0.08% 181
2022
Q1 		– Sell
-762
Closed -$223K – 244
2021
Q4 		$223K Hold
762
– – 0.06% 211
2021
Q3 		$202K Sell
762
-73
-9% -$20.8K 0.06% 215
2021
Q2 		$225K Sell
835
-486
-37% -$124K 0.06% 238
2021
Q1 		$316K Buy
1,321
+200
+18% +$44.5K 0.07% 209
2020
Q4 		$252K Buy
+1,121
New +$261K 0.06% 231
2020
Q3 		– Sell
-1,135
Closed -$288K – 277
2020
Q2 		$293K Sell
1,135
-17
-1% -$4.21K 0.07% 206
2020
Q1 		$251K Sell
1,152
-18
-2% -$4.19K 0.07% 199
2019
Q4 		$269K Sell
1,170
-210
-15% -$45.7K 0.07% 202
2019
Q3 		$305K Sell
1,380
-156
-10% -$34K 0.08% 186
2019
Q2 		$314K Sell
1,536
-3
-0.2% -$603 0.09% 181
2019
Q1 		$303K Sell
1,539
-62
-4% -$10.9K 0.1% 180
2018
Q4 		$253K Sell
1,601
-289
-15% -$45.2K 0.1% 170
2018
Q3 		$275K Sell
1,890
-18
-0.9% -$2.64K 0.1% 173
2018
Q2 		$275K Buy
+1,908
New +$265K 0.1% 171
2018
Q1 		– Sell
-1,431
Closed -$204K – 198
2017
Q4 		$204K Buy
+1,431
New +$204K 0.08% 192

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cypress Wealth Services's AMT Position: Q2 2026 in Review

Cypress Wealth Services increased its American Tower (AMT) stake by 0.45% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,899 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #246.

Cypress Wealth Services first reported a position in AMT in Q4 2017 and has held it in 25 quarters since. The position peaked at $598K in Q3 2024. 385 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cypress Wealth Services held 2,899 shares of American Tower worth $474K as of Q2 2026.
  • Cypress Wealth Services bought 13 American Tower shares in Q2 2026, an estimated $2.34K.
  • American Tower made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #246 holding.
  • Cypress Wealth Services first reported a position in American Tower in Q4 2017 and has held it in 25 quarters since.
  • Cypress Wealth Services's American Tower position peaked at $598K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.