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Evermay Wealth Management’s Crown Castle CCI Stock Holding History

Evermay 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
Q1 		– Sell
-100
Closed -$8.89K – 599
2025
Q4 		$8.89K Hold
100
– – ﹤0.01% 457
2025
Q3 		$9.65K Hold
100
– – ﹤0.01% 449
2025
Q2 		$10.3K Hold
100
– – ﹤0.01% 443
2025
Q1 		$10.4K Sell
100
-25
-20% -$2.33K ﹤0.01% 443
2024
Q4 		$11.3K Hold
125
– – ﹤0.01% 435
2024
Q3 		$14.8K Sell
125
-98
-44% -$10.8K ﹤0.01% 419
2024
Q2 		$21.8K Hold
223
– – ﹤0.01% 400
2024
Q1 		$23.6K Sell
223
-4
-2% -$435 ﹤0.01% 409
2023
Q4 		$26.1K Sell
227
-80
-26% -$8.19K ﹤0.01% 376
2023
Q3 		$28.3K Hold
307
– – 0.01% 353
2023
Q2 		$35K Hold
307
– – 0.01% 339
2023
Q1 		$41.1K Buy
307
+98
+47% +$13.5K 0.01% 315
2022
Q4 		$28.3K Sell
209
-92
-31% -$12.4K 0.01% 340
2022
Q3 		$44K Sell
301
-5
-2% -$856 0.01% 294
2022
Q2 		$52K Buy
306
+139
+83% +$25.3K 0.01% 273
2022
Q1 		$31K Hold
167
– – 0.01% 336
2021
Q4 		$35K Buy
167
+42
+34% +$7.75K 0.01% 312
2021
Q3 		$22K Sell
125
-66
-35% -$12.8K ﹤0.01% 326
2021
Q2 		$37K Buy
+191
New +$35.8K 0.01% 315

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

Evermay Wealth Management's CCI Position: Q1 2026 in Review

Evermay Wealth Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 100 shares — an estimated $8.89K sold.

Evermay Wealth Management first reported a position in CCI in Q2 2021 and held it in 19 quarters. The position peaked at $52K in Q2 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Evermay Wealth Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 100 Crown Castle shares in Q1 2026, an estimated $8.89K.
  • Evermay Wealth Management first reported a position in Crown Castle in Q2 2021 and held it in 19 quarters.
  • Evermay Wealth Management's Crown Castle position peaked at $52K in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.