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Apollon Wealth Management’s Crown Castle CCI Stock Holding History

Apollon 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
Q1 		$347K Sell
4,267
-1,676
-28% -$144K 0.01% 1040
2025
Q4 		$528K Sell
5,943
-742
-11% -$68.2K 0.01% 817
2025
Q3 		$645K Buy
6,685
+229
+4% +$23.2K 0.01% 736
2025
Q2 		$663K Buy
6,456
+959
+17% +$97.1K 0.01% 692
2025
Q1 		$573K Sell
5,497
-1,958
-26% -$183K 0.01% 693
2024
Q4 		$677K Sell
7,455
-4,241
-36% -$443K 0.02% 632
2024
Q3 		$1.39M Buy
11,696
+238
+2% +$26.2K 0.04% 393
2024
Q2 		$1.12M Sell
11,458
-450
-4% -$44.3K 0.03% 434
2024
Q1 		$1.26M Sell
11,908
-7,924
-40% -$862K 0.04% 404
2023
Q4 		$2.28M Buy
19,832
+5,878
+42% +$602K 0.08% 233
2023
Q3 		$1.28M Buy
13,954
+2,180
+19% +$226K 0.06% 296
2023
Q2 		$1.34M Buy
11,774
+5,096
+76% +$607K 0.06% 310
2023
Q1 		$894K Buy
6,678
+630
+10% +$87.1K 0.05% 359
2022
Q4 		$820K Buy
6,048
+944
+18% +$128K 0.06% 363
2022
Q3 		$738K Buy
5,104
+2,414
+90% +$413K 0.06% 344
2022
Q2 		$453K Sell
2,690
-944
-26% -$172K 0.04% 452
2022
Q1 		$671K Sell
3,634
-515
-12% -$91.7K 0.05% 379
2021
Q4 		$866K Buy
4,149
+2,811
+210% +$519K 0.06% 316
2021
Q3 		$232K Sell
1,338
-156
-10% -$30.2K 0.03% 402
2021
Q2 		$291K Sell
1,494
-200
-12% -$37.4K 0.05% 286
2021
Q1 		$292K Buy
+1,694
New +$271K 0.06% 268
2020
Q3 		– Sell
-95
Closed -$16K – 234
2020
Q2 		$16K Buy
+95
New +$15.3K 0.01% 410

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Apollon Wealth Management's CCI Position: Q1 2026 in Review

Apollon Wealth Management reduced its Crown Castle (CCI) stake by 28% in Q1 2026, selling an estimated $144K and leaving 4,267 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1040.

Apollon Wealth Management first reported a position in CCI in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.28M in Q4 2023. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Apollon Wealth Management held 4,267 shares of Crown Castle worth $347K as of Q1 2026.
  • Apollon Wealth Management sold 1,676 Crown Castle shares in Q1 2026, an estimated $144K.
  • Crown Castle made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1040 holding.
  • Apollon Wealth Management first reported a position in Crown Castle in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Crown Castle position peaked at $2.28M in Q4 2023.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.