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Lodestone Wealth Management’s Crown Castle CCI Stock Holding History

Lodestone 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 		$11.9K Buy
157
+2
+1% +$176 ﹤0.01% 494
2026
Q1 		$12.6K Sell
155
-4
-3% -$344 0.01% 476
2025
Q4 		$14.1K Buy
+159
New +$14.6K 0.01% 459

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

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

Lodestone Wealth Management increased its Crown Castle (CCI) stake by 1.3% in Q2 2026, buying an estimated $176 and bringing the position to 157 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Lodestone Wealth Management first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q4 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Lodestone Wealth Management held 157 shares of Crown Castle worth $11.9K as of Q2 2026.
  • Lodestone Wealth Management bought 2 Crown Castle shares in Q2 2026, an estimated $176.
  • Crown Castle made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Lodestone Wealth Management first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Crown Castle position peaked at $14.1K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.