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Lloyd Advisory Services’s Crown Castle CCI Stock Holding History

Lloyd Advisory Services’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 		– Sell
-116
Closed -$9.4K – 690
2026
Q1 		$9.4K Buy
+116
New +$9.98K ﹤0.01% 488
2025
Q4 		– Hold
0
– – – 549
2022
Q1 		– Hold
0
– – – 70
2021
Q4 		– Hold
0
– – – 72
2021
Q3 		– Hold
0
– – – 121
2021
Q2 		– Hold
0
– – – 101
2021
Q1 		– Hold
0
– – – 78
2020
Q4 		– Hold
0
– – – 97
2020
Q3 		– Hold
0
– – – 96
2020
Q2 		– Hold
0
– – – 209
2020
Q1 		– Hold
0
– – – 185
2019
Q4 		– Hold
0
– – – 185

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's CCI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 116 shares — an estimated $9.4K sold.

Lloyd Advisory Services first reported a position in CCI in Q1 2026 and held it in 1 quarter. The position peaked at $9.4K in Q1 2026. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 116 Crown Castle shares in Q2 2026, an estimated $9.4K.
  • Lloyd Advisory Services first reported a position in Crown Castle in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Crown Castle position peaked at $9.4K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.