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JPL Wealth Management’s Crown Castle CCI Stock Holding History

JPL 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
+51
+119% +$4.48K ﹤0.01% 679
2026
Q1 		$3.5K Buy
+43
New +$3.7K ﹤0.01% 787
2025
Q4 		– Sell
-72
Closed -$6.95K – 287
2025
Q3 		$6.95K Buy
+72
New +$7.29K ﹤0.01% 600
2024
Q1 		– Sell
-11,358
Closed -$1.31M – 113
2023
Q4 		$1.31M Buy
+11,358
New +$1.16M 0.94% 52

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

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

JPL Wealth Management increased its Crown Castle (CCI) stake by 119% in Q2 2026, buying an estimated $4.48K and bringing the position to 94 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

JPL Wealth Management first reported a position in CCI in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • JPL Wealth Management held 94 shares of Crown Castle worth $7.12K as of Q2 2026.
  • JPL Wealth Management bought 51 Crown Castle shares in Q2 2026, an estimated $4.48K.
  • Crown Castle made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #679 holding.
  • JPL Wealth Management first reported a position in Crown Castle in Q4 2023 and has held it in 4 quarters since.
  • JPL Wealth Management's Crown Castle position peaked at $1.31M in Q4 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.