Lyell Wealth Management, LP Purchases and Sells in Q3 2025

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025

Top Buys

Incresed Positions

70 operations
Stock Shares change Price Range Shares Held Trade History
497
+ 0.33%
$174.36 - $254.72 $86.7K - $127K
153K $37.2M
4.21K
+ 3.67%
$129.82 - $184.04 $547K - $775K
119K $20.1M
4.52K
+ 6.22%
$275.84 - $326.36 $1.25M - $1.48M
77.3K $25.2M
1.04K
+ 5.36%
$689.63 - $968.09 $719K - $1.01M
20.5K $19.8M
14.3K
+ 18.55%
$113.78 - $148.0 $1.63M - $2.12M
91.5K $12.6M
442
+ 0.65%
$224.68 - $282.71 $99.3K - $125K
68.8K $19.2M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
8.06K
New
$23.82 - $25.84 $192K - $208K
8.06K $207K
4K
New
$48.36 - $53.52 $193K - $214K
4K $205K
989
New
$156.25 - $204.95 $155K - $203K
989 $202K
10.5K
New
$2.83 - $5.14 $29.7K - $54K
10.5K $37K
ISHARES IBONDS DEC 2034 TERM CORPORATE ETF
17.7K
New
N/A
17.7K $0

Top Sells

Reduced Positions

72 operations
Stock Shares change Price Range Shares Held Trade History
-5.89K
- 9.09%
$231.66 - $273.65 $1.37M - $1.61M
58.9K $14M
-19.8K
- 30.49%
$141.13 - $159.19 $2.8M - $3.16M
45.2K $6.62M
-12.6K
- 13.41%
$213.69 - $247.69 $2.7M - $3.13M
81.6K $19.6M
-41
- 0.15%
$850.86 - $1044.69 $34.9K - $42.8K
26.5K $24.3M
-7.16K
- 75.63%
$333.65 - $392.1 $2.39M - $2.81M
2.31K $813K
-14.6K
- 15.8%
$43.93 - $89.76 $639K - $1.31M
77.5K $3.8M
View all
Activity Summary
Buys All Purchases 75 New Holdings 5 Increased Positions 70 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email