IWM
CCI icon

IMG Wealth Management’s Crown Castle CCI Stock Holding History

IMG 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
Q2 		$7.12K Buy
94
+27
+40% +$2.37K ﹤0.01% 369
2026
Q1 		$5.45K Sell
67
-96
-59% -$8.26K ﹤0.01% 369
2025
Q4 		$14.5K Hold
163
– – 0.01% 277
2025
Q3 		$15.7K Hold
163
– – 0.01% 224
2025
Q2 		$16.7K Buy
+163
New +$16.5K 0.01% 212

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

IMG Wealth Management's CCI Position: Q2 2026 in Review

IMG Wealth Management increased its Crown Castle (CCI) stake by 40% in Q2 2026, buying an estimated $2.37K and bringing the position to 94 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

IMG Wealth Management first reported a position in CCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • IMG Wealth Management held 94 shares of Crown Castle worth $7.12K as of Q2 2026.
  • IMG Wealth Management bought 27 Crown Castle shares in Q2 2026, an estimated $2.37K.
  • Crown Castle made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #369 holding.
  • IMG Wealth Management first reported a position in Crown Castle in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Crown Castle position peaked at $16.7K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.