Joule Financial’s Lyft LYFT Stock Holding History

Joule Financial’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-94,628	Closed	-$1.83M	–	115
2025 Q4	$1.83M	Sell	94,628 -4,446	-4%	-$92.4K	0.55%	25
2025 Q3	$2.18M	Buy	99,074 +50,849	+105%	+$851K	0.65%	22
2025 Q2	$760K	Buy	+48,225	New	+$676K	0.25%	49

Other funds holding LYFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Joule Financial's LYFT Position: Q1 2026 in Review

Joule Financial sold out of Lyft (LYFT) in Q1 2026, closing a stake of 94,628 shares — an estimated $1.83M sold.

Joule Financial first reported a position in LYFT in Q2 2025 and held it in 3 quarters. The position peaked at $2.18M in Q3 2025. 530 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

Joule Financial reported no remaining Lyft position as of Q1 2026 after selling out during the quarter.
Joule Financial sold 94,628 Lyft shares in Q1 2026, an estimated $1.83M.
Joule Financial first reported a position in Lyft in Q2 2025 and held it in 3 quarters.
Joule Financial's Lyft position peaked at $2.18M in Q3 2025.
530 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Joule Financial's 13F filing for Q1 2026, filed 14 Apr 2026.