CYPRESS ASSET MANAGEMENT INC/TX POWL β€” POWELL INDS INC

Ownership history in CYPRESS ASSET MANAGEMENT INC/TX  Β·  3 quarters on record

AI Ownership Summary

CYPRESS ASSET MANAGEMENT INC/TX reported POWELL INDS INC (POWL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.64% in 2026 Q2. The latest visible filing shows POWL at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this POWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CYPRESS ASSET MANAGEMENT INC/TX's position in POWELL INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

POWL was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CYPRESS ASSET MANAGEMENT INC/TX held POWL β€” position size vs. price
% of Fund (quarterly)    POWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 5,110 -110 -2.1% 0.64% $2.8M 2026-08-07 $211.56
2025 Q4 ADDED β€” β€” β€” 5,220 +3 +0.1% 0.37% $1.7M 2026-01-29 $152.18
2025 Q3 INITIATED β€” β€” β€” 5,217 β€” β€” 0.36% $1.6M 2025-11-12 $118.55

FAQ About CYPRESS ASSET MANAGEMENT INC/TX and POWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CYPRESS ASSET MANAGEMENT INC/TX reported owning POWL?

CYPRESS ASSET MANAGEMENT INC/TX reported POWL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported POWL position in CYPRESS ASSET MANAGEMENT INC/TX's portfolio?

The largest reported portfolio weight for POWL was 0.64% in 2026 Q2.

What is the latest reported POWL position on this page?

The most recent filing on this page is 2026 Q2, when CYPRESS ASSET MANAGEMENT INC/TX reported 5,110 shares, equal to 0.64% of portfolio, with an estimated market value of $2.8M.

What does the chart on this POWL ownership page compare?

The chart compares CYPRESS ASSET MANAGEMENT INC/TX's quarterly POWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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