Cypress Wealth Services
AMT icon

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
2020
Q4 		– Sell
-1,106
Closed -$267K – 299
2020
Q3 		$267K Buy
+1,106
New +$280K 0.07% 207

Other funds holding AMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cypress Wealth Services's AMT Position: Q3 2026 in Review

Cypress Wealth Services reduced its American Tower (AMT) stake by 3.9% in Q3 2026, selling an estimated $19.6K and leaving 2,785 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #250.

Cypress Wealth Services first reported a position in AMT in Q4 2017 and has held it in 26 quarters since. The position peaked at $598K in Q3 2024. 1,267 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Cypress Wealth Services held 2,785 shares of American Tower worth $459K as of Q3 2026.
  • Cypress Wealth Services sold 114 American Tower shares in Q3 2026, an estimated $19.6K.
  • American Tower made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #250 holding.
  • Cypress Wealth Services first reported a position in American Tower in Q4 2017 and has held it in 26 quarters since.
  • Cypress Wealth Services's American Tower position peaked at $598K in Q3 2024.
  • 1,267 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.