Geode Capital Management
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Geode Capital Management’s Lyell Immunopharma LYEL Stock Holding History

Geode Capital 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
2026
Q1 		$3.35M Buy
166,980
+3,983
+2% +$93.1K ﹤0.01% 2923
2025
Q4 		$5.02M Buy
162,997
+32,740
+25% +$733K ﹤0.01% 2768
2025
Q3 		$2.12M Buy
130,257
+26,987
+26% +$308K ﹤0.01% 3165
2025
Q2 		$913K Sell
103,270
-116,687
-53% -$1.06M ﹤0.01% 3353
2025
Q1 		$2.37M Buy
219,957
+13,094
+6% +$160K ﹤0.01% 2973
2024
Q4 		$2.65M Buy
206,863
+5,865
+3% +$116K ﹤0.01% 3034
2024
Q3 		$5.55M Buy
200,998
+395
+0.2% +$11.6K ﹤0.01% 2704
2024
Q2 		$5.82M Sell
200,603
-248
-0.1% -$11.8K ﹤0.01% 2643
2024
Q1 		$8.96M Buy
200,851
+3,983
+2% +$171K ﹤0.01% 2390
2023
Q4 		$7.64M Buy
196,868
+14,044
+8% +$506K ﹤0.01% 2480
2023
Q3 		$5.38M Buy
182,824
+14,033
+8% +$666K ﹤0.01% 2600
2023
Q2 		$10.7M Buy
168,791
+9,369
+6% +$518K ﹤0.01% 2247
2023
Q1 		$7.52M Buy
159,422
+6,822
+4% +$365K ﹤0.01% 2428
2022
Q4 		$10.6M Buy
152,600
+5,067
+3% +$503K ﹤0.01% 2234
2022
Q3 		$21.6M Buy
147,533
+53,729
+57% +$7.27M ﹤0.01% 1671
2022
Q2 		$12.2M Buy
93,804
+21,092
+29% +$2.16M ﹤0.01% 2117
2022
Q1 		$7.34M Buy
72,712
+44,776
+160% +$5.42M ﹤0.01% 2569
2021
Q4 		$4.32M Buy
27,936
+1,342
+5% +$299K ﹤0.01% 2974
2021
Q3 		$7.87M Buy
26,594
+17,873
+205% +$5.36M ﹤0.01% 2640
2021
Q2 		$2.83M Buy
+8,721
New +$2.86M ﹤0.01% 3163

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management's LYEL Position: Q1 2026 in Review

Geode Capital Management increased its Lyell Immunopharma (LYEL) stake by 2.4% in Q1 2026, buying an estimated $93.1K and bringing the position to 166,980 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Geode Capital Management first reported a position in LYEL in Q2 2021 and has held it in 20 quarters since. The position peaked at $21.6M in Q3 2022. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Geode Capital Management held 166,980 shares of Lyell Immunopharma worth $3.35M as of Q1 2026.
  • Geode Capital Management bought 3,983 Lyell Immunopharma shares in Q1 2026, an estimated $93.1K.
  • Lyell Immunopharma made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2923 holding.
  • Geode Capital Management first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 20 quarters since.
  • Geode Capital Management's Lyell Immunopharma position peaked at $21.6M in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.