PWMG
CCI icon

Pinnacle Wealth Management Group’s Crown Castle CCI Stock Holding History

Pinnacle Wealth Management Group’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 		– Sell
-2,558
Closed -$227K – 123
2025
Q4 		$227K Sell
2,558
-1,644
-39% -$151K 0.11% 116
2025
Q3 		$405K Buy
4,202
+18
+0.4% +$1.82K 0.21% 80
2025
Q2 		$430K Sell
4,184
-133
-3% -$13.5K 0.25% 71
2025
Q1 		$450K Buy
4,317
+460
+12% +$43K 0.31% 60
2024
Q4 		$350K Sell
3,857
-23
-0.6% -$2.4K 0.22% 81
2024
Q3 		$460K Buy
3,880
+337
+10% +$37.1K 0.29% 66
2024
Q2 		$346K Sell
3,543
-192
-5% -$18.9K 0.23% 71
2024
Q1 		$395K Sell
3,735
-929
-20% -$101K 0.29% 65
2023
Q4 		$537K Buy
4,664
+475
+11% +$48.7K 0.44% 51
2023
Q3 		$386K Sell
4,189
-390
-9% -$40.4K 0.35% 59
2023
Q2 		$522K Sell
4,579
-1,050
-19% -$125K 0.46% 47
2023
Q1 		$753K Sell
5,629
-100
-2% -$13.8K 0.65% 38
2022
Q4 		$777K Buy
5,729
+55
+1% +$7.44K 0.69% 36
2022
Q3 		$820K Buy
5,674
+588
+12% +$101K 0.72% 32
2022
Q2 		$856K Sell
5,086
-113
-2% -$20.6K 0.72% 34
2022
Q1 		$960K Buy
5,199
+24
+0.5% +$4.27K 0.72% 36
2021
Q4 		$1.08M Sell
5,175
-172
-3% -$31.8K 0.8% 36
2021
Q3 		$927K Sell
5,347
-117
-2% -$22.6K 0.7% 37
2021
Q2 		$1.07M Buy
+5,464
New +$1.02M 0.78% 36

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pinnacle Wealth Management Group's CCI Position: Q1 2026 in Review

Pinnacle Wealth Management Group sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,558 shares — an estimated $227K sold.

Pinnacle Wealth Management Group first reported a position in CCI in Q2 2021 and held it in 19 quarters. The position peaked at $1.08M in Q4 2021. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Pinnacle Wealth Management Group reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 2,558 Crown Castle shares in Q1 2026, an estimated $227K.
  • Pinnacle Wealth Management Group first reported a position in Crown Castle in Q2 2021 and held it in 19 quarters.
  • Pinnacle Wealth Management Group's Crown Castle position peaked at $1.08M in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.