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Bullock Wealth Management’s Crown Castle CCI Stock Holding History

Bullock 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 		$4.62K Sell
60
-5
-8% -$439 ﹤0.01% 506
2026
Q1 		$5.25K Hold
65
– – ﹤0.01% 499
2025
Q4 		$5.76K Sell
65
-2
-3% -$184 ﹤0.01% 463
2025
Q3 		$6.39K Hold
67
– – ﹤0.01% 470
2025
Q2 		$6.92K Buy
67
+58
+644% +$5.87K ﹤0.01% 440
2025
Q1 		$899 Sell
9
-1,286
-99% -$120K ﹤0.01% 537
2024
Q4 		$118K Sell
1,295
-1,727
-57% -$181K 0.07% 189
2024
Q3 		$360K Sell
3,022
-151
-5% -$16.6K 0.22% 98
2024
Q2 		$305K Buy
3,173
+327
+11% +$32.2K 0.2% 102
2024
Q1 		$297K Buy
+2,846
New +$310K 0.2% 108

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bullock Wealth Management reduced its Crown Castle (CCI) stake by 7.7% in Q2 2026, selling an estimated $439 and leaving 60 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Bullock Wealth Management first reported a position in CCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $360K in Q3 2024. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Bullock Wealth Management held 60 shares of Crown Castle worth $4.62K as of Q2 2026.
  • Bullock Wealth Management sold 5 Crown Castle shares in Q2 2026, an estimated $439.
  • Crown Castle made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Bullock Wealth Management first reported a position in Crown Castle in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Crown Castle position peaked at $360K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.