CWS
TMQ

Cypress Wealth Services’s Trilogy Metals TMQ Stock Holding History

Cypress Wealth Services’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.1K Hold
21,100
– – 0.01% 422
2026
Q1 		$75.7K Hold
21,100
– – 0.01% 391
2025
Q4 		$90.9K Buy
21,100
+1,500
+8% +$7.07K 0.01% 382
2025
Q3 		$41.2K Hold
19,600
– – 0.01% 344
2025
Q2 		$26.5K Hold
19,600
– – ﹤0.01% 316
2025
Q1 		$30.4K Hold
19,600
– – 0.01% 281
2024
Q4 		$22.7K Hold
19,600
– – ﹤0.01% 279
2024
Q3 		$9.49K Buy
+19,600
New +$10.9K ﹤0.01% 282

Other funds holding TMQ

EG
Electrum Group New York $3.39B AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Cypress Wealth Services held its Trilogy Metals (TMQ) position steady in Q2 2026 at 21,100 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #422.

Cypress Wealth Services first reported a position in TMQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $90.9K in Q4 2025. 147 funds tracked by Wall St. Rank hold TMQ as of Q2 2026.

  • Cypress Wealth Services held 21,100 shares of Trilogy Metals worth $74.1K as of Q2 2026.
  • Cypress Wealth Services left its Trilogy Metals share count unchanged in Q2 2026.
  • Trilogy Metals made up 0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #422 holding.
  • Cypress Wealth Services first reported a position in Trilogy Metals in Q3 2024 and has held it in 8 quarters since.
  • Cypress Wealth Services's Trilogy Metals position peaked at $90.9K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Trilogy Metals as of Q2 2026.

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