Jupiter Wealth Management’s Crown Castle CCI Stock Holding History

Jupiter 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 Q1	$896K	Sell	10,000 -6,000	-38%	-$516K	0.35%	54
2025 Q4	$1.4M	Hold	16,000	–	–	0.63%	39
2025 Q3	$1.54M	Hold	16,000	–	–	0.73%	32
2025 Q2	$1.63M	Hold	16,000	–	–	0.82%	29
2025 Q1	$1.65M	Hold	16,000	–	–	1%	25
2024 Q4	$1.45M	Hold	16,000	–	–	0.73%	33
2024 Q3	$1.9M	Hold	16,000	–	–	0.97%	31
2024 Q2	$1.76M	Hold	16,000	–	–	0.93%	32
2024 Q1	$1.56M	Hold	16,000	–	–	0.82%	32
2023 Q4	$1.84M	Hold	16,000	–	–	1.08%	25
2023 Q3	$1.53M	Hold	16,000	–	–	0.99%	27
2023 Q2	$1.82M	Hold	16,000	–	–	1.57%	17
2023 Q1	$2.14M	Hold	16,000	–	–	1.97%	18
2022 Q4	$2.17M	Hold	16,000	–	–	2.1%	18
2022 Q3	$2.31M	Hold	16,000	–	–	2.32%	15
2022 Q2	$2.69M	Hold	16,000	–	–	2.45%	15
2022 Q1	$2.95M	Sell	16,000 -2,000	-11%	-$356K	1.85%	19
2021 Q4	$3.76M	Sell	18,000 -1,000	-5%	-$185K	1.95%	18
2021 Q3	$3.43M	Hold	19,000	–	–	1.62%	21
2021 Q2	$3.7M	Sell	19,000 -1,100	-5%	-$206K	1.77%	18
2021 Q1	$3.78M	Sell	20,100 -1,000	-5%	-$160K	1.91%	18
2020 Q4	$3.36M	Hold	21,100	–	–	2.06%	18
2020 Q3	$3.51M	Sell	21,100 -1,420	-6%	-$234K	2.48%	17
2020 Q2	$3.83M	Buy	22,520 +2,320	+11%	+$374K	1.92%	23
2020 Q1	$3.16M	Buy	20,200 +1,045	+5%	+$156K	1.84%	24
2019 Q4	$2.72M	Hold	19,155	–	–	1.32%	28
2019 Q3	$2.66M	Hold	19,155	–	–	1.42%	27
2019 Q2	$2.52M	Hold	19,155	–	–	1.25%	30
2019 Q1	$2.35M	Buy	+19,155	New	+$2.25M	1.13%	31

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jupiter Wealth Management's CCI Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Crown Castle (CCI) stake by 38% in Q1 2026, selling an estimated $516K and leaving 10,000 shares worth $896K. The position accounts for 0.35% of the portfolio, ranked #54.

Jupiter Wealth Management first reported a position in CCI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.83M in Q2 2020. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Jupiter Wealth Management held 10,000 shares of Crown Castle worth $896K as of Q1 2026.
Jupiter Wealth Management sold 6,000 Crown Castle shares in Q1 2026, an estimated $516K.
Crown Castle made up 0.35% of Jupiter Wealth Management's portfolio in Q1 2026, its #54 holding.
Jupiter Wealth Management first reported a position in Crown Castle in Q1 2019 and has held it in 29 quarters since.
Jupiter Wealth Management's Crown Castle position peaked at $3.83M in Q2 2020.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.