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AE Wealth Management’s Lyell Immunopharma LYEL Stock Holding History

AE Wealth Management’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,250
Closed -$13.4K – 2224
2025
Q1 		$13.4K Hold
1,250
– – ﹤0.01% 1811
2024
Q4 		$16K Buy
+1,250
New +$24.8K ﹤0.01% 1775

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AE Wealth Management's LYEL Position: Q2 2025 in Review

AE Wealth Management sold out of Lyell Immunopharma (LYEL) in Q2 2025, closing a stake of 1,250 shares — an estimated $13.4K sold.

AE Wealth Management first reported a position in LYEL in Q4 2024 and held it in 2 quarters. The position peaked at $16K in Q4 2024. 69 funds tracked by Wall St. Rank hold LYEL as of Q2 2025.

  • AE Wealth Management reported no remaining Lyell Immunopharma position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,250 Lyell Immunopharma shares in Q2 2025, an estimated $13.4K.
  • AE Wealth Management first reported a position in Lyell Immunopharma in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Lyell Immunopharma position peaked at $16K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.