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
Q2 		$4.37M Buy
310,636
+143,656
+86% +$2.6M ﹤0.01% 2982
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 $1.1B AUM 356.62% 1-Year Est. Return
GP
GSK plc London $602M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

Geode Capital Management's LYEL Position: Q2 2026 in Review

Geode Capital Management increased its Lyell Immunopharma (LYEL) stake by 86% in Q2 2026, buying an estimated $2.6M and bringing the position to 310,636 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Geode Capital Management first reported a position in LYEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.6M in Q3 2022. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Geode Capital Management held 310,636 shares of Lyell Immunopharma worth $4.37M as of Q2 2026.
  • Geode Capital Management bought 143,656 Lyell Immunopharma shares in Q2 2026, an estimated $2.6M.
  • Lyell Immunopharma made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2982 holding.
  • Geode Capital Management first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 21 quarters since.
  • Geode Capital Management's Lyell Immunopharma position peaked at $21.6M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.