IFP Advisors’s Lyell Immunopharma LYEL Stock Holding History

IFP Advisors’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	–	Sell	-648	Closed	-$13K	–	5232
2026 Q1	$13K	Buy	+648	New	+$15.1K	﹤0.01%	3032
2025 Q4	–	Sell	-1	Closed	-$16	–	4981
2025 Q3	$16	Sell	1 -65	-98%	-$742	﹤0.01%	4766
2025 Q2	$55	Buy	+66	New	+$601	﹤0.01%	4791

Other funds holding LYEL

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors's LYEL Position: Q2 2026 in Review

IFP Advisors sold out of Lyell Immunopharma (LYEL) in Q2 2026, closing a stake of 648 shares — an estimated $13K sold.

IFP Advisors first reported a position in LYEL in Q2 2025 and held it in 3 quarters. The position peaked at $13K in Q1 2026. 7 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

IFP Advisors reported no remaining Lyell Immunopharma position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 648 Lyell Immunopharma shares in Q2 2026, an estimated $13K.
IFP Advisors first reported a position in Lyell Immunopharma in Q2 2025 and held it in 3 quarters.
IFP Advisors's Lyell Immunopharma position peaked at $13K in Q1 2026.
7 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.