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Lyell Wealth Management’s Crown Castle CCI Stock Holding History

Lyell 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
2025
Q4 		– Sell
-10,830
Closed -$1.05M – 214
2025
Q3 		$1.05M Sell
10,830
-7,468
-41% -$756K 0.08% 119
2025
Q2 		$1.88M Sell
18,298
-2,393
-12% -$242K 0.15% 91
2025
Q1 		$2.16M Sell
20,691
-7,016
-25% -$655K 0.2% 88
2024
Q4 		$2.51M Sell
27,707
-12,634
-31% -$1.32M 0.23% 90
2024
Q3 		$4.79M Buy
40,341
+2,743
+7% +$302K 0.44% 72
2024
Q2 		$3.67M Buy
37,598
+4,762
+15% +$469K 0.35% 78
2024
Q1 		$3.48M Buy
32,836
+1,146
+4% +$125K 0.35% 79
2023
Q4 		$3.65M Buy
31,690
+5,059
+19% +$518K 0.42% 73
2023
Q3 		$2.45M Sell
26,631
-4,247
-14% -$440K 0.33% 87
2023
Q2 		$3.52M Sell
30,878
-90
-0.3% -$10.7K 0.45% 71
2023
Q1 		$4.14M Buy
30,968
+429
+1% +$59.3K 0.58% 60
2022
Q4 		$4.14M Sell
30,539
-2,699
-8% -$365K 0.65% 57
2022
Q3 		$4.8M Buy
33,238
+774
+2% +$132K 0.82% 45
2022
Q2 		$5.47M Sell
32,464
-107
-0.3% -$19.5K 0.89% 39
2022
Q1 		$6.01M Buy
32,571
+393
+1% +$70K 0.77% 43
2021
Q4 		$6.72M Buy
32,178
+3,024
+10% +$558K 0.77% 49
2021
Q3 		$5.05M Buy
29,154
+3,360
+13% +$650K 0.61% 57
2021
Q2 		$5.03M Buy
25,794
+462
+2% +$86.5K 0.62% 58
2021
Q1 		$4.36M Sell
25,332
-1,208
-5% -$194K 0.64% 61
2020
Q4 		$4.22M Sell
26,540
-2,391
-8% -$388K 0.67% 57
2020
Q3 		$4.82M Buy
28,931
+4,402
+18% +$726K 0.9% 42
2020
Q2 		$4.11M Buy
+24,529
New +$3.95M 0.9% 47

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lyell Wealth Management's CCI Position: Q4 2025 in Review

Lyell Wealth Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 10,830 shares — an estimated $1.05M sold.

Lyell Wealth Management first reported a position in CCI in Q2 2020 and held it in 22 quarters. The position peaked at $6.72M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Lyell Wealth Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 10,830 Crown Castle shares in Q4 2025, an estimated $1.05M.
  • Lyell Wealth Management first reported a position in Crown Castle in Q2 2020 and held it in 22 quarters.
  • Lyell Wealth Management's Crown Castle position peaked at $6.72M in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Lyell Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.