Lyell Wealth Management, LP Purchases and Sells in Q2 2025

Lyell Wealth Management, LP

$1.24 Billion
Q2 2025

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	4.85K + 0.82%	$94.31 - $157.99 $457K - $766K	594K $93.9M
MSFT	3.43K + 3.96%	$354.56 - $497.45 $1.22M - $1.71M	90.1K $44.8M
META	1.47K + 2.91%	$484.66 - $738.09 $710K - $1.08M	51.7K $38.2M
NFLX	443 + 2.81%	$855.86 - $1339.13 $379K - $593K	16.2K $21.7M
APH	5.5K + 2.9%	$59.09 - $98.75 $325K - $544K	196K $19.3M
NOW	747 + 2.9%	$721.65 - $1040.18 $539K - $777K	26.5K $27.2M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OWL	453K New	$15.9 - $21.16 $7.2M - $9.59M	453K $8.7M
VEU	19.6K New	$54.19 - $67.22 $1.06M - $1.32M	19.6K $1.32M
MDT	10.2K New	$80.68 - $88.86 $826K - $910K	10.2K $892K
BKNG	88 New	$4164.15 - $5789.24 $366K - $509K	88 $509K
DHR	2.3K New	$174.64 - $205.16 $401K - $471K	2.3K $453K
VGK	5.85K New	$62.73 - $78.42 $367K - $459K	5.85K $453K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLE	-39.1K - 55.35%	$76.44 - $94.13 $2.99M - $3.68M	31.5K $2.67M
CVX	-18.3K - 39.34%	$133.73 - $168.51 $2.44M - $3.08M	28.2K $4.04M
AAPL	-2.69K - 1.44%	$172.42 - $223.89 $463K - $602K	184K $37.7M
SLB	-47.5K - 38.32%	$31.95 - $42.2 $1.52M - $2M	76.4K $2.58M
ADBE	-6.31K - 40.01%	$340.0 - $420.68 $2.15M - $2.66M	9.47K $3.66M
C	-28.1K - 65.7%	$58.13 - $85.12 $1.63M - $2.39M	14.7K $1.25M

Activity Summary All Purchases 106 New Holdings 27 Increased Positions 79 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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