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Williams Jones Wealth Management’s Crown Castle CCI Stock Holding History

Williams Jones 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 		$8.68M Sell
114,655
-30,068
-21% -$2.64M 0.1% 108
2026
Q1 		$11.8M Sell
144,723
-15,032
-9% -$1.29M 0.14% 89
2025
Q4 		$14.2M Sell
159,755
-18,044
-10% -$1.66M 0.16% 81
2025
Q3 		$17.2M Sell
177,799
-7,018
-4% -$710K 0.2% 76
2025
Q2 		$19M Sell
184,817
-5,143
-3% -$521K 0.23% 71
2025
Q1 		$19.8M Sell
189,960
-12,968
-6% -$1.21M 0.25% 68
2024
Q4 		$18.4M Sell
202,928
-21,743
-10% -$2.27M 0.22% 73
2024
Q3 		$26.7M Sell
224,671
-5,164
-2% -$569K 0.31% 61
2024
Q2 		$22.5M Sell
229,835
-22,944
-9% -$2.26M 0.28% 65
2024
Q1 		$26.8M Sell
252,779
-2,636
-1% -$287K 0.34% 62
2023
Q4 		$29.4M Sell
255,415
-7,341
-3% -$752K 0.41% 53
2023
Q3 		$24.2M Sell
262,756
-541,359
-67% -$56.1M 0.37% 59
2023
Q2 		$91.6M Sell
804,115
-35,198
-4% -$4.19M 1.37% 25
2023
Q1 		$112M Buy
839,313
+35,489
+4% +$4.91M 1.76% 17
2022
Q4 		$109M Sell
803,824
-14,795
-2% -$2M 1.83% 17
2022
Q3 		$118M Sell
818,619
-13,092
-2% -$2.24M 2.06% 14
2022
Q2 		$140M Buy
831,711
+8,422
+1% +$1.53M 2.27% 11
2022
Q1 		$152M Sell
823,289
-2,125
-0.3% -$378K 2.12% 12
2021
Q4 		$172M Buy
825,414
+7,835
+1% +$1.45M 2.15% 11
2021
Q3 		$142M Buy
817,579
+8,811
+1% +$1.7M 1.98% 15
2021
Q2 		$158M Sell
808,768
-140
-0% -$26.2K 2.21% 11
2021
Q1 		$139M Buy
808,908
+13,493
+2% +$2.16M 2.18% 12
2020
Q4 		$127M Buy
795,415
+18,776
+2% +$3.05M 2.07% 13
2020
Q3 		$129M Sell
776,639
-9,452
-1% -$1.56M 2.39% 10
2020
Q2 		$132M Buy
786,091
+1,689
+0.2% +$272K 2.69% 9
2020
Q1 		$113M Sell
784,402
-29,862
-4% -$4.45M 2.96% 7
2019
Q4 		$116M Sell
814,264
-21,709
-3% -$2.96M 2.21% 10
2019
Q3 		$116M Buy
+835,973
New +$116M 2.38% 8

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Williams Jones Wealth Management's CCI Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Crown Castle (CCI) stake by 21% in Q2 2026, selling an estimated $2.64M and leaving 114,655 shares worth $8.68M. The position accounts for 0.1% of the portfolio, ranked #108.

Williams Jones Wealth Management first reported a position in CCI in Q3 2019 and has held it in 28 quarters since. The position peaked at $172M in Q4 2021. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Williams Jones Wealth Management held 114,655 shares of Crown Castle worth $8.68M as of Q2 2026.
  • Williams Jones Wealth Management sold 30,068 Crown Castle shares in Q2 2026, an estimated $2.64M.
  • Crown Castle made up 0.1% of Williams Jones Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Williams Jones Wealth Management first reported a position in Crown Castle in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Crown Castle position peaked at $172M in Q4 2021.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.