Fulcrum Asset Management’s Crown Castle CCI Stock Holding History

Fulcrum Asset 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	$171K	Buy	2,179 +1,682	+338%	+$148K	0.02%	413
2026 Q1	$39.6K	Hold	497	–	–	0.01%	198
2025 Q4	$44.3K	Hold	497	–	–	0.01%	162
2025 Q3	$48K	Hold	497	–	–	0.01%	156
2025 Q2	$51.1K	Buy	+497	New	+$50.3K	0.01%	164
2022 Q1	–	Hold	0	–	–	–	141
2021 Q4	–	Hold	0	–	–	–	103
2021 Q3	–	Hold	0	–	–	–	104
2021 Q1	–	Hold	0	–	–	–	158
2020 Q4	–	Hold	0	–	–	–	70
2020 Q3	–	Sell	-9,302	Closed	-$1.54M	–	25
2020 Q2	$1.64M	Buy	+9,302	New	+$1.5M	0.55%	71

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 $580B AUM 38.23% 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Fulcrum Asset Management's CCI Position: Q2 2026 in Review

Fulcrum Asset Management increased its Crown Castle (CCI) stake by 338% in Q2 2026, buying an estimated $148K and bringing the position to 2,179 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #413.

Fulcrum Asset Management first reported a position in CCI in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2020. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Fulcrum Asset Management held 2,179 shares of Crown Castle worth $171K as of Q2 2026.
Fulcrum Asset Management bought 1,682 Crown Castle shares in Q2 2026, an estimated $148K.
Crown Castle made up 0.02% of Fulcrum Asset Management's portfolio in Q2 2026, its #413 holding.
Fulcrum Asset Management first reported a position in Crown Castle in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Crown Castle position peaked at $1.64M in Q2 2020.
931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.