AWM
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Accurate Wealth Management’s Crown Castle CCI Stock Holding History

Accurate Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Buy
6,163
+114
+2% +$10K 0.05% 350
2026
Q1 		$522K Buy
6,049
+1,354
+29% +$117K 0.06% 308
2025
Q4 		$393K Buy
4,695
+1,832
+64% +$168K 0.05% 348
2025
Q3 		$279K Buy
2,863
+62
+2% +$6.28K 0.04% 411
2025
Q2 		$291K Sell
2,801
-25
-0.9% -$2.53K 0.04% 360
2025
Q1 		$273K Buy
2,826
+397
+16% +$37.1K 0.05% 309
2024
Q4 		$205K Buy
2,429
+124
+5% +$13K 0.04% 366
2024
Q3 		$263K Sell
2,305
-45
-2% -$4.96K 0.05% 305
2024
Q2 		$242K Sell
2,350
-314
-12% -$30.9K 0.06% 280
2024
Q1 		$254K Sell
2,664
-130
-5% -$14.1K 0.07% 244
2023
Q4 		$315K Sell
2,794
-417
-13% -$42.7K 0.1% 193
2023
Q3 		$300K Buy
3,211
+164
+5% +$17K 0.09% 193
2023
Q2 		$352K Buy
3,047
+64
+2% +$7.62K 0.11% 183
2023
Q1 		$400K Buy
2,983
+555
+23% +$76.7K 0.14% 158
2022
Q4 		$357K Buy
2,428
+536
+28% +$72.5K 0.13% 139
2022
Q3 		$253K Sell
1,892
-381
-17% -$65.2K 0.11% 152
2022
Q2 		$386K Sell
2,273
-6
-0.3% -$1.09K 0.21% 96
2022
Q1 		$421K Buy
2,279
+250
+12% +$44.5K 0.19% 100
2021
Q4 		$400K Sell
2,029
-6
-0.3% -$1.11K 0.33% 82
2021
Q3 		$351K Buy
2,035
+125
+7% +$24.2K 0.31% 90
2021
Q2 		$373K Buy
+1,910
New +$358K 0.33% 78

Other funds holding CCI

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Accurate Wealth Management's CCI Position: Q2 2026 in Review

Accurate Wealth Management increased its Crown Castle (CCI) stake by 1.9% in Q2 2026, buying an estimated $10K and bringing the position to 6,163 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #350.

Accurate Wealth Management first reported a position in CCI in Q2 2021 and has held it in 21 quarters since. The position peaked at $522K in Q1 2026. 278 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Accurate Wealth Management held 6,163 shares of Crown Castle worth $491K as of Q2 2026.
  • Accurate Wealth Management bought 114 Crown Castle shares in Q2 2026, an estimated $10K.
  • Crown Castle made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Accurate Wealth Management first reported a position in Crown Castle in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Crown Castle position peaked at $522K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.