CCI β€” CROWN CASTLE INC

Ownership history in WELCH & FORBES LLC  Β·  7 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported CROWN CASTLE INC (CCI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows CCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES LLC's position in CROWN CASTLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WELCH & FORBES LLC held CCI β€” position size vs. price
% of Fund (quarterly)    CCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,320 -167 -6.7% 0.00% $224K 2025-11-04 $88.16
2025 Q2 UNCHANGED 2,487 β€” 0% 0.00% $255K 2025-08-05 $101.29
2025 Q1 UNCHANGED 2,487 β€” 0% 0.00% $259K 2025-05-02 $102.06
2024 Q4 ADDED 2,487 +225 +9.9% 0.00% $226K 2025-02-07 $84.07
2024 Q3 REDUCED 2,262 -225 -9.0% 0.00% $268K 2024-11-04 $100.17
2024 Q2 REDUCED 2,487 -369 -12.9% 0.00% $243K 2024-08-02 $105.10
2024 Q1 INITIATED 2,856 β€” β€” 0.00% $302K 2024-05-03 $87.45

FAQ About WELCH & FORBES LLC and CCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELCH & FORBES LLC reported owning CCI?

WELCH & FORBES LLC reported CCI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CCI position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for CCI was 0.00% in 2024 Q1.

What is the latest reported CCI position on this page?

The most recent filing on this page is 2025 Q3, when WELCH & FORBES LLC reported 2,320 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this CCI ownership page compare?

The chart compares WELCH & FORBES LLC's quarterly CCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WELCH & FORBES LLC Holdings