IMA Advisory Services’s Crown Castle CCI Stock Holding History

IMA Advisory Services’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	$303	Buy	4 +2	+100%	+$176	﹤0.01%	1306
2026 Q1	$162	Hold	2	–	–	﹤0.01%	977
2025 Q4	$177	Hold	2	–	–	﹤0.01%	959
2025 Q3	$193	Hold	2	–	–	﹤0.01%	504
2025 Q2	$205	Buy	+2	New	+$202	﹤0.01%	492
2022 Q4	–	Sell	-2	Closed	–	–	360
2022 Q3	$0	Buy	+2	New	+$342	﹤0.01%	338
2018 Q3	–	Sell	-7	Closed	-$1K	–	363
2018 Q2	$1K	Buy	+7	New	+$727	﹤0.01%	420

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IMA Advisory Services's CCI Position: Q2 2026 in Review

IMA Advisory Services increased its Crown Castle (CCI) stake by 100% in Q2 2026, buying an estimated $176 and bringing the position to 4 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

IMA Advisory Services first reported a position in CCI in Q2 2018 and has held it in 7 quarters since. The position peaked at $1K in Q2 2018. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

IMA Advisory Services held 4 shares of Crown Castle worth $303 as of Q2 2026.
IMA Advisory Services bought 2 Crown Castle shares in Q2 2026, an estimated $176.
Crown Castle made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1306 holding.
IMA Advisory Services first reported a position in Crown Castle in Q2 2018 and has held it in 7 quarters since.
IMA Advisory Services's Crown Castle position peaked at $1K in Q2 2018.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.