Jones Financial Companies
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Jones Financial Companies’s Lyell Immunopharma LYEL Stock Holding History

Jones Financial Companies’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 		$20.2K Hold
1,025
– – ﹤0.01% 3291
2025
Q4 		$31.6K Sell
1,025
-975
-49% -$21.8K ﹤0.01% 2738
2025
Q3 		$25.7K Hold
2,000
– – ﹤0.01% 2664
2025
Q2 		$17.9K Hold
2,000
– – ﹤0.01% 2647
2025
Q1 		$21.6K Hold
2,000
– – ﹤0.01% 2400
2024
Q4 		$25.6K Buy
2,000
+500
+33% +$9.91K ﹤0.01% 2144
2024
Q3 		$45.3K Buy
1,500
+200
+15% +$5.88K ﹤0.01% 1679
2024
Q2 		$37.7K Buy
+1,300
New +$61.9K ﹤0.01% 1352

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

Jones Financial Companies's LYEL Position: Q1 2026 in Review

Jones Financial Companies held its Lyell Immunopharma (LYEL) position steady in Q1 2026 at 1,025 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Jones Financial Companies first reported a position in LYEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $45.3K in Q3 2024. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Jones Financial Companies held 1,025 shares of Lyell Immunopharma worth $20.2K as of Q1 2026.
  • Jones Financial Companies left its Lyell Immunopharma share count unchanged in Q1 2026.
  • Lyell Immunopharma made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3291 holding.
  • Jones Financial Companies first reported a position in Lyell Immunopharma in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Lyell Immunopharma position peaked at $45.3K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.