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Global Wealth Management Investment Advisory’s Crown Castle CCI Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.64M Sell
61,298
-7,809
-11% -$686K 0.66% 54
2026
Q1 		$5.62M Buy
69,107
+6,309
+10% +$543K 0.88% 36
2025
Q4 		$5.58M Buy
62,798
+8,876
+16% +$816K 0.89% 35
2025
Q3 		$5.2M Buy
53,922
+26
+0% +$2.63K 0.87% 31
2025
Q2 		$5.54M Buy
53,896
+4,077
+8% +$413K 1.04% 26
2025
Q1 		$5.19M Buy
49,819
+15,249
+44% +$1.42M 1.04% 27
2024
Q4 		$3.14M Buy
+34,570
New +$3.61M 0.65% 51
2024
Q1 		– Sell
-262
Closed -$30.2K – 187
2023
Q4 		$30.2K Hold
262
– – 0.01% 225
2023
Q3 		$24.1K Hold
262
– – 0.01% 235
2023
Q2 		$29.9K Buy
+262
New +$31.2K 0.01% 225
2022
Q3 		– Sell
-269
Closed -$45K – 194
2022
Q2 		$45K Sell
269
-4
-1% -$728 0.02% 183
2022
Q1 		$50K Sell
273
-20
-7% -$3.56K 0.01% 193
2021
Q4 		$61K Sell
293
-636
-68% -$117K 0.02% 181
2021
Q3 		$161K Sell
929
-9,657
-91% -$1.87M 0.05% 149
2021
Q2 		$2.06M Buy
10,586
+186
+2% +$34.8K 0.69% 53
2021
Q1 		$1.79M Buy
10,400
+1,345
+15% +$215K 0.65% 53
2020
Q4 		$1.44M Buy
9,055
+248
+3% +$40.2K 0.56% 65
2020
Q3 		$1.47M Buy
8,807
+220
+3% +$36.3K 0.63% 58
2020
Q2 		$1.44M Sell
8,587
-339
-4% -$54.6K 0.61% 58
2020
Q1 		$1.29M Sell
8,926
-1,469
-14% -$219K 0.65% 58
2019
Q4 		$1.48M Buy
10,395
+300
+3% +$40.9K 0.63% 59
2019
Q3 		$1.4M Buy
10,095
+144
+1% +$19.9K 0.64% 59
2019
Q2 		$1.3M Sell
9,951
-5,625
-36% -$723K 0.63% 56
2019
Q1 		$1.99M Sell
15,576
-2,092
-12% -$245K 1.04% 35
2018
Q4 		$1.92M Buy
+17,668
New +$1.94M 1.12% 27

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's CCI Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Crown Castle (CCI) stake by 11% in Q2 2026, selling an estimated $686K and leaving 61,298 shares worth $4.64M. The position accounts for 0.66% of the portfolio, ranked #54.

Global Wealth Management Investment Advisory first reported a position in CCI in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.62M in Q1 2026. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Global Wealth Management Investment Advisory held 61,298 shares of Crown Castle worth $4.64M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 7,809 Crown Castle shares in Q2 2026, an estimated $686K.
  • Crown Castle made up 0.66% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #54 holding.
  • Global Wealth Management Investment Advisory first reported a position in Crown Castle in Q4 2018 and has held it in 25 quarters since.
  • Global Wealth Management Investment Advisory's Crown Castle position peaked at $5.62M in Q1 2026.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.