Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CCI holding history

Crown Castle Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCI overview All 13F holders of CCI Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of CCI by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−10,830−100.0%	Sold out	Holders
Q3 2025	10,830	$1.05M	0.1%	−7,468−40.8%	Reduced	Holders
Q2 2025	18,298	$1.88M	0.1%	−2,393−11.6%	Reduced	Holders
Q1 2025	20,691	$2.16M	0.2%	−7,016−25.3%	Reduced	Holders
Q4 2024	27,707	$2.51M	0.2%	−12,634−31.3%	Reduced	Holders
Q3 2024	40,341	$4.79M	0.4%	+2,743+7.3%	Added	Holders
Q2 2024	37,598	$3.67M	0.4%	+4,762+14.5%	Added	Holders
Q1 2024	32,836	$3.48M	0.4%	+1,146+3.6%	Added	Holders
Q4 2023	31,690	$3.65M	0.4%	+5,059+19.0%	Added	Holders
Q3 2023	26,631	$2.45M	0.3%	−4,247−13.8%	Reduced	Holders
Q2 2023	30,878	$3.52M	0.4%	−90−0.3%	Reduced	Holders
Q1 2023	30,968	$4.14M	0.6%	+429+1.4%	Added	Holders
Q4 2022	30,539	$4.14M	0.7%	−2,699−8.1%	Reduced	Holders
Q3 2022	33,238	$4.80M	0.8%	+774+2.4%	Added	Holders
Q2 2022	32,464	$5.47M	0.9%	−107−0.3%	Reduced	Holders
Q1 2022	32,571	$6.01M	0.8%	+393+1.2%	Added	Holders
Q4 2021	32,178	$6.72M	0.8%	+3,024+10.4%	Added	Holders
Q3 2021	29,154	$5.05M	0.6%	+3,360+13.0%	Added	Holders
Q2 2021	25,794	$5.03M	0.6%	+462+1.8%	Added	Holders
Q1 2021	25,332	$4.36M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.