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Johnson & Johnson’s Lyell Immunopharma LYEL Stock Holding History

Johnson & Johnson’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 		– Sell
-54,887
Closed -$1.69M – 17
2025
Q4 		$1.69M Hold
54,887
– – 0.3% 13
2025
Q3 		$891K Buy
54,887
+13,722
+33% +$157K 0.18% 15
2025
Q2 		$368K Sell
41,165
-1
-0% -$9 0.11% 17
2025
Q1 		$443K Hold
41,166
– – 0.13% 16
2024
Q4 		$527K Buy
+41,166
New +$816K 0.14% 17

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

Johnson & Johnson's LYEL Position: Q1 2026 in Review

Johnson & Johnson sold out of Lyell Immunopharma (LYEL) in Q1 2026, closing a stake of 54,887 shares — an estimated $1.69M sold.

Johnson & Johnson first reported a position in LYEL in Q4 2024 and held it in 5 quarters. The position peaked at $1.69M in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Johnson & Johnson reported no remaining Lyell Immunopharma position as of Q1 2026 after selling out during the quarter.
  • Johnson & Johnson sold 54,887 Lyell Immunopharma shares in Q1 2026, an estimated $1.69M.
  • Johnson & Johnson first reported a position in Lyell Immunopharma in Q4 2024 and held it in 5 quarters.
  • Johnson & Johnson's Lyell Immunopharma position peaked at $1.69M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Johnson & Johnson's 13F filing for Q1 2026, filed 13 May 2026.