WBH Advisory’s Crown Castle CCI Stock Holding History

WBH Advisory’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	-3,300	Closed	-$293K	–	353
2025 Q4	$293K	Sell	3,300 -100	-3%	-$9.2K	0.02%	294
2025 Q3	$328K	Sell	3,400 -250	-7%	-$25.3K	0.03%	279
2025 Q2	$375K	Hold	3,650	–	–	0.03%	262
2025 Q1	$380K	Sell	3,650 -475	-12%	-$44.4K	0.04%	243
2024 Q4	$374K	Sell	4,125 -135	-3%	-$14.1K	0.03%	241
2024 Q3	$505K	Sell	4,260 -89	-2%	-$9.8K	0.05%	215
2024 Q2	$425K	Sell	4,349 -435	-9%	-$42.8K	0.04%	225
2024 Q1	$506K	Sell	4,784 -126	-3%	-$13.7K	0.05%	212
2023 Q4	$566K	Hold	4,910	–	–	0.06%	199
2023 Q3	$452K	Sell	4,910 -250	-5%	-$25.9K	0.06%	210
2023 Q2	$588K	Hold	5,160	–	–	0.07%	185
2023 Q1	$691K	Buy	+5,160	New	+$713K	0.09%	178
2022 Q3	$760K	Sell	5,260 -325	-6%	-$55.6K	0.11%	159
2022 Q2	$962K	Sell	5,585 -100	-2%	-$18.2K	0.13%	143
2022 Q1	$1.09M	Buy	5,685 +250	+5%	+$44.5K	0.13%	136
2021 Q4	$1.14M	Sell	5,435 -50	-0.9%	-$9.23K	0.13%	142
2021 Q3	$951K	Sell	5,485 -15	-0.3%	-$2.9K	0.13%	143
2021 Q2	$1.06M	Sell	5,500 -300	-5%	-$56.2K	0.15%	119
2021 Q1	$998K	Sell	5,800 -85	-1%	-$13.6K	0.16%	117
2020 Q4	$936K	Sell	5,885 -450	-7%	-$73K	0.16%	112
2020 Q3	$1.05M	Sell	6,335 -200	-3%	-$33K	0.21%	97
2020 Q2	$1.09M	Buy	+6,535	New	+$1.05M	0.26%	92
2020 Q1	–	Sell	-7,185	Closed	-$1.02M	–	219
2019 Q4	$1.02M	Hold	7,185	–	–	0.21%	103
2019 Q3	$998K	Sell	7,185 -900	-11%	-$124K	0.22%	99
2019 Q2	$1.05M	Sell	8,085 -500	-6%	-$64.3K	0.24%	94
2019 Q1	$1.1M	Buy	8,585 +135	+2%	+$15.8K	0.26%	91
2018 Q4	$917	Sell	8,450 -475	-5%	-$52.2K	0.22%	96
2018 Q3	$993K	Sell	8,925 -450	-5%	-$50.1K	0.24%	100
2018 Q2	$1.01M	Buy	9,375 +100	+1%	+$10.4K	0.26%	92
2018 Q1	$1.02M	Sell	9,275 -25	-0.3%	-$2.71K	0.28%	86
2017 Q4	$1.03M	Hold	9,300	–	–	0.28%	86
2017 Q3	$929K	Sell	9,300 -150	-2%	-$15.3K	0.26%	88
2017 Q2	$946K	Buy	9,450 +110	+1%	+$10.8K	0.27%	84
2017 Q1	$882K	Sell	9,340 -50	-0.5%	-$4.47K	0.26%	84
2016 Q4	$814K	Sell	9,390 -100	-1%	-$8.76K	0.27%	87
2016 Q3	$894K	Hold	9,490	–	–	0.31%	78
2016 Q2	$962K	Buy	9,490 +75	+0.8%	+$6.81K	0.37%	63
2016 Q1	$814K	Hold	9,415	–	–	0.27%	74
2015 Q4	$813	Sell	9,415 -600	-6%	-$50.9K	0.28%	72
2015 Q3	$789K	Buy	10,015 +200	+2%	+$16.3K	0.33%	76
2015 Q2	$788K	Sell	9,815 -200	-2%	-$16.7K	0.31%	82
2015 Q1	$826	Hold	10,015	–	–	0.23%	81
2014 Q4	$788K	Sell	10,015 -500	-5%	-$40.1K	0.3%	81
2014 Q3	$846K	Hold	10,515	–	–	0.3%	75
2014 Q2	$780K	Sell	10,515 -150	-1%	-$11.2K	0.29%	86
2014 Q1	$786K	Buy	10,665 +225	+2%	+$16.5K	0.31%	82
2013 Q4	$766K	Sell	10,440 -425	-4%	-$31.5K	0.31%	89
2013 Q3	$793K	Hold	10,865	–	–	0.36%	76
2013 Q2	$786K	Buy	+10,865	New	+$797K	0.36%	76

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

WBH Advisory's CCI Position: Q1 2026 in Review

WBH Advisory sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 3,300 shares — an estimated $293K sold.

WBH Advisory first reported a position in CCI in Q2 2013 and held it in 49 quarters. The position peaked at $1.14M in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

WBH Advisory reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
WBH Advisory sold 3,300 Crown Castle shares in Q1 2026, an estimated $293K.
WBH Advisory first reported a position in Crown Castle in Q2 2013 and held it in 49 quarters.
WBH Advisory's Crown Castle position peaked at $1.14M in Q4 2021.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.