Forza Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Forza Wealth Management’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406K	Sell	7,705 -125	-2%	-$8.63K	0.12%	146
2026 Q1	$631K	Sell	7,830 -1,455	-16%	-$86.3K	0.22%	108
2025 Q4	$402K	Sell	9,285 -4,041	-30%	-$183K	0.15%	139
2025 Q3	$654K	Sell	13,326 -529	-4%	-$29.8K	0.25%	97
2025 Q2	$802K	Buy	13,855 +1,150	+9%	+$67K	0.33%	79
2025 Q1	$894K	Buy	12,705 +200	+2%	+$15K	0.4%	63
2024 Q4	$929K	Sell	12,505 -187	-1%	-$15.7K	0.42%	61
2024 Q3	$1.22M	Buy	12,692 +947	+8%	+$90.8K	0.56%	49
2024 Q2	$1.12M	Hold	11,745	–	–	0.58%	48
2024 Q1	$1.2M	Hold	11,745	–	–	0.62%	48
2023 Q4	$1.12M	Buy	11,745 +186	+2%	+$17.4K	0.62%	49
2023 Q3	$1.09M	Buy	11,559 +100	+0.9%	+$9.61K	0.56%	54
2023 Q2	$1.05M	Buy	11,459 +600	+6%	+$54.8K	0.53%	64
2023 Q1	$1.02M	Buy	10,859 +938	+9%	+$87.2K	0.53%	64
2022 Q4	$824K	Buy	+9,921	New	+$813K	0.55%	54

Other funds holding LYB

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Forza Wealth Management's LYB Position: Q2 2026 in Review

Forza Wealth Management reduced its LyondellBasell Industries (LYB) stake by 1.6% in Q2 2026, selling an estimated $8.63K and leaving 7,705 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #146.

Forza Wealth Management first reported a position in LYB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2024. 139 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Forza Wealth Management held 7,705 shares of LyondellBasell Industries worth $406K as of Q2 2026.
Forza Wealth Management sold 125 LyondellBasell Industries shares in Q2 2026, an estimated $8.63K.
LyondellBasell Industries made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #146 holding.
Forza Wealth Management first reported a position in LyondellBasell Industries in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's LyondellBasell Industries position peaked at $1.22M in Q3 2024.
139 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.