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Evelyn Partners Investment Management’s Crown Castle CCI Stock Holding History

Evelyn Partners Investment 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 		$77.2K Hold
950
– – ﹤0.01% 258
2025
Q4 		$84.4K Hold
950
– – ﹤0.01% 256
2025
Q3 		$91.7K Hold
950
– – ﹤0.01% 244
2025
Q2 		$97.6K Hold
950
– – ﹤0.01% 237
2025
Q1 		$99K Hold
950
– – ﹤0.01% 233
2024
Q4 		$86.2K Buy
+950
New +$99.3K ﹤0.01% 242

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

Evelyn Partners Investment Management's CCI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Crown Castle (CCI) position steady in Q1 2026 at 950 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Evelyn Partners Investment Management first reported a position in CCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $99K in Q1 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Evelyn Partners Investment Management held 950 shares of Crown Castle worth $77.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Crown Castle share count unchanged in Q1 2026.
  • Crown Castle made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #258 holding.
  • Evelyn Partners Investment Management first reported a position in Crown Castle in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Crown Castle position peaked at $99K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.