Carson Wealth (CWM LLC)’s Crown Castle CCI Stock Holding History

Carson Wealth (CWM 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
2026 Q1	$584K	Sell	7,184 -5,665	-44%	-$488K	﹤0.01%	1897
2025 Q4	$1.14M	Sell	12,849 -5,342	-29%	-$491K	﹤0.01%	1420
2025 Q3	$1.75M	Sell	18,191 -1,256	-6%	-$127K	0.01%	1141
2025 Q2	$2M	Buy	19,447 +294	+2%	+$29.8K	0.01%	952
2025 Q1	$2M	Buy	19,153 +2,082	+12%	+$194K	0.01%	834
2024 Q4	$1.55M	Buy	17,071 +4,242	+33%	+$443K	0.01%	886
2024 Q3	$1.52M	Sell	12,829 -424	-3%	-$46.7K	0.01%	827
2024 Q2	$1.29M	Buy	13,253 +1,239	+10%	+$122K	0.01%	780
2024 Q1	$1.27M	Sell	12,014 -532	-4%	-$57.9K	0.01%	768
2023 Q4	$1.45M	Buy	12,546 +911	+8%	+$93.3K	0.01%	665
2023 Q3	$1.07M	Buy	11,635 +3,818	+49%	+$396K	0.01%	718
2023 Q2	$891K	Sell	7,817 -494	-6%	-$58.8K	0.01%	753
2023 Q1	$1.11M	Sell	8,311 -501	-6%	-$69.3K	0.01%	641
2022 Q4	$1.2M	Buy	8,812 +1,623	+23%	+$219K	0.01%	563
2022 Q3	$1.04M	Sell	7,189 -72	-1%	-$12.3K	0.01%	552
2022 Q2	$1.22M	Buy	7,261 +583	+9%	+$106K	0.01%	518
2022 Q1	$1.23M	Buy	6,678 +687	+11%	+$122K	0.01%	509
2021 Q4	$1.25M	Buy	+5,991	New	+$1.11M	0.01%	528
2021 Q2	$997K	Hold	5,111	–	–	0.01%	562
2021 Q1	$997K	Hold	5,111	–	–	0.01%	562
2020 Q4	$997K	Hold	5,111	–	–	0.01%	562
2020 Q3	$997K	Hold	5,111	–	–	0.01%	562
2020 Q2	$997K	Hold	5,111	–	–	0.01%	562
2020 Q1	$997K	Hold	5,111	–	–	0.01%	562
2019 Q4	$997K	Hold	5,111	–	–	0.01%	562
2019 Q3	$997K	Hold	5,111	–	–	0.01%	562
2019 Q2	$997K	Hold	5,111	–	–	0.01%	562
2019 Q1	$997K	Buy	5,111 +4,099	+405%	+$481K	0.01%	562
2018 Q4	$110K	Buy	1,012 +292	+41%	+$32.1K	﹤0.01%	705
2018 Q3	$80K	Buy	720 +37	+5%	+$4.12K	﹤0.01%	654
2018 Q2	$74K	Buy	683 +126	+23%	+$13.1K	﹤0.01%	567
2018 Q1	$61K	Sell	557 -321	-37%	-$34.8K	﹤0.01%	521
2017 Q4	$97K	Sell	878 -168	-16%	-$18.1K	﹤0.01%	433
2017 Q3	$105K	Buy	1,046 +897	+602%	+$91.7K	0.01%	408
2017 Q2	$15K	Buy	149 +12	+9%	+$1.18K	﹤0.01%	690
2017 Q1	$13K	Sell	137 -44	-24%	-$3.94K	﹤0.01%	692
2016 Q4	$16K	Buy	181 +68	+60%	+$5.96K	﹤0.01%	626
2016 Q3	$11K	Buy	+113	New	+$10.9K	﹤0.01%	668
2014 Q1	–	Sell	-694	Closed	-$51K	–	204
2013 Q4	$51K	Sell	694 -14	-2%	-$1.04K	0.01%	257
2013 Q3	$52K	Buy	+708	New	+$50.6K	0.01%	186

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Crown Castle (CCI) stake by 44% in Q1 2026, selling an estimated $488K and leaving 7,184 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Carson Wealth (CWM LLC) first reported a position in CCI in Q3 2013 and has held it in 40 quarters since. The position peaked at $2M in Q2 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Carson Wealth (CWM LLC) held 7,184 shares of Crown Castle worth $584K as of Q1 2026.
Carson Wealth (CWM LLC) sold 5,665 Crown Castle shares in Q1 2026, an estimated $488K.
Crown Castle made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1897 holding.
Carson Wealth (CWM LLC) first reported a position in Crown Castle in Q3 2013 and has held it in 40 quarters since.
Carson Wealth (CWM LLC)'s Crown Castle position peaked at $2M in Q2 2025.
957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.