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BCWM LLC’s Crown Castle CCI Stock Holding History

BCWM LLC’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
2025
Q1 		– Sell
-35,484
Closed -$3.22M – 53
2024
Q4 		$3.22M Buy
+35,484
New +$3.71M 1.15% 35
2024
Q2 		$4.56M Buy
46,712
+2,220
+5% +$219K 1.64% 32
2024
Q1 		$4.71M Sell
44,492
-1,823
-4% -$198K 1.62% 30
2023
Q4 		$5.33M Sell
46,315
-138
-0.3% -$14.1K 1.81% 24
2023
Q3 		$4.28M Buy
46,453
+3,462
+8% +$359K 1.56% 32
2023
Q2 		$4.9M Buy
42,991
+2,948
+7% +$351K 1.61% 30
2023
Q1 		$5.36M Buy
40,043
+5,223
+15% +$722K 1.7% 24
2022
Q4 		$4.72M Buy
34,820
+249
+0.7% +$33.7K 1.55% 30
2022
Q3 		$5M Buy
34,571
+244
+0.7% +$41.8K 1.81% 24
2022
Q2 		$5.78M Buy
34,327
+23
+0.1% +$4.18K 1.97% 24
2022
Q1 		$6.33M Buy
34,304
+7,145
+26% +$1.27M 1.89% 27
2021
Q4 		$5.67M Buy
27,159
+326
+1% +$60.2K 1.67% 25
2021
Q3 		$4.65M Buy
+26,833
New +$5.19M 1.39% 29

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCWM LLC's CCI Position: Q1 2025 in Review

BCWM LLC sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 35,484 shares — an estimated $3.22M sold.

BCWM LLC first reported a position in CCI in Q3 2021 and held it in 13 quarters. The position peaked at $6.33M in Q1 2022. 1,104 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • BCWM LLC reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • BCWM LLC sold 35,484 Crown Castle shares in Q1 2025, an estimated $3.22M.
  • BCWM LLC first reported a position in Crown Castle in Q3 2021 and held it in 13 quarters.
  • BCWM LLC's Crown Castle position peaked at $6.33M in Q1 2022.
  • 1,104 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on BCWM LLC's 13F filing for Q1 2025, filed 15 May 2025.