Chevy Chase Trust
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Chevy Chase Trust’s Crown Castle CCI Stock Holding History

Chevy Chase Trust’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 		$17.4M Sell
214,537
-6,357
-3% -$547K 0.05% 294
2025
Q4 		$19.6M Sell
220,894
-1,349
-0.6% -$124K 0.05% 272
2025
Q3 		$21.4M Sell
222,243
-7,765
-3% -$786K 0.06% 255
2025
Q2 		$23.6M Buy
230,008
+2,082
+0.9% +$211K 0.07% 238
2025
Q1 		$23.8M Sell
227,926
-143
-0.1% -$13.4K 0.08% 225
2024
Q4 		$20.7M Sell
228,069
-6,101
-3% -$638K 0.06% 250
2024
Q3 		$27.8M Sell
234,170
-3,456
-1% -$381K 0.09% 200
2024
Q2 		$23.2M Sell
237,626
-2,912
-1% -$287K 0.07% 218
2024
Q1 		$25.5M Sell
240,538
-1,989
-0.8% -$216K 0.08% 209
2023
Q4 		$27.9M Sell
242,527
-1,369
-0.6% -$140K 0.1% 184
2023
Q3 		$22.4M Sell
243,896
-5,584
-2% -$579K 0.09% 202
2023
Q2 		$28.4M Sell
249,480
-2,170
-0.9% -$258K 0.11% 172
2023
Q1 		$33.7M Buy
251,650
+2,563
+1% +$354K 0.13% 149
2022
Q4 		$33.8M Sell
249,087
-15,332
-6% -$2.07M 0.14% 145
2022
Q3 		$38.2M Buy
264,419
+2,817
+1% +$482K 0.16% 132
2022
Q2 		$44M Buy
261,602
+1,619
+0.6% +$295K 0.18% 124
2022
Q1 		$48M Buy
259,983
+691
+0.3% +$123K 0.17% 127
2021
Q4 		$54.1M Sell
259,292
-6,237
-2% -$1.15M 0.17% 120
2021
Q3 		$46M Sell
265,529
-11,067
-4% -$2.14M 0.16% 135
2021
Q2 		$54M Sell
276,596
-12,954
-4% -$2.43M 0.18% 126
2021
Q1 		$49.8M Sell
289,550
-21,810
-7% -$3.49M 0.18% 133
2020
Q4 		$49.6M Buy
311,360
+14
+0% +$2.27K 0.18% 130
2020
Q3 		$51.8M Sell
311,346
-24,413
-7% -$4.03M 0.2% 108
2020
Q2 		$56.2M Sell
335,759
-17,833
-5% -$2.87M 0.23% 99
2020
Q1 		$51.1M Buy
353,592
+6,163
+2% +$919K 0.24% 95
2019
Q4 		$49.4M Buy
347,429
+235
+0.1% +$32.1K 0.19% 126
2019
Q3 		$48.3M Buy
347,194
+151
+0% +$20.9K 0.2% 114
2019
Q2 		$45.2M Buy
347,043
+500
+0.1% +$64.3K 0.19% 122
2019
Q1 		$43.6M Buy
346,543
+4,962
+1% +$582K 0.18% 123
2018
Q4 		$37.1M Buy
341,581
+721
+0.2% +$79.2K 0.18% 127
2018
Q3 		$37.9M Sell
340,860
-8,385
-2% -$934K 0.16% 152
2018
Q2 		$37.7M Sell
349,245
-1,469
-0.4% -$153K 0.16% 147
2018
Q1 		$38.4M Sell
350,714
-1,503
-0.4% -$163K 0.17% 140
2017
Q4 		$39.1M Sell
352,217
-2,156
-0.6% -$233K 0.17% 141
2017
Q3 		$35.4M Buy
354,373
+38,876
+12% +$3.98M 0.16% 148
2017
Q2 		$31.6M Buy
315,497
+4,499
+1% +$442K 0.15% 162
2017
Q1 		$29.4M Buy
310,998
+9,528
+3% +$852K 0.14% 166
2016
Q4 		$26.2M Buy
301,470
+19,640
+7% +$1.72M 0.14% 170
2016
Q3 		$26.6M Sell
281,830
-6,181
-2% -$595K 0.15% 169
2016
Q2 		$29.2M Buy
288,011
+6,167
+2% +$560K 0.16% 150
2016
Q1 		$24.4M Buy
281,844
+6,498
+2% +$551K 0.14% 167
2015
Q4 		$23.8M Buy
275,346
+2,084
+0.8% +$177K 0.14% 168
2015
Q3 		$21.6M Buy
273,262
+6,563
+2% +$534K 0.13% 178
2015
Q2 		$21.4M Buy
266,699
+6,252
+2% +$522K 0.13% 196
2015
Q1 		$21.5M Buy
260,447
+9,040
+4% +$770K 0.13% 196
2014
Q4 		$19.8M Sell
251,407
-2,360
-0.9% -$189K 0.12% 195
2014
Q3 		$20.4M Buy
253,767
+15,559
+7% +$1.2M 0.13% 185
2014
Q2 		$17.7M Sell
238,208
-5,066
-2% -$380K 0.12% 196
2014
Q1 		$17.9M Buy
243,274
+165
+0.1% +$12.1K 0.13% 192
2013
Q4 		$17.9M Buy
243,109
+32,612
+15% +$2.41M 0.13% 188
2013
Q3 		$15.4M Buy
210,497
+5,010
+2% +$358K 0.13% 194
2013
Q2 		$14.9M Buy
+205,487
New +$15.1M 0.13% 178

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

Chevy Chase Trust's CCI Position: Q1 2026 in Review

Chevy Chase Trust reduced its Crown Castle (CCI) stake by 2.9% in Q1 2026, selling an estimated $547K and leaving 214,537 shares worth $17.4M. The position accounts for 0.05% of the portfolio, ranked #294.

Chevy Chase Trust first reported a position in CCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.2M in Q2 2020. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Chevy Chase Trust held 214,537 shares of Crown Castle worth $17.4M as of Q1 2026.
  • Chevy Chase Trust sold 6,357 Crown Castle shares in Q1 2026, an estimated $547K.
  • Crown Castle made up 0.05% of Chevy Chase Trust's portfolio in Q1 2026, its #294 holding.
  • Chevy Chase Trust first reported a position in Crown Castle in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Crown Castle position peaked at $56.2M in Q2 2020.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.