LWM
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Lyell Wealth Management’s Adobe ADBE Stock Holding History

Lyell Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,039
Closed -$364K – 217
2025
Q4 		$364K Sell
1,039
-1,268
-55% -$431K 0.03% 169
2025
Q3 		$814K Sell
2,307
-7,159
-76% -$2.57M 0.06% 127
2025
Q2 		$3.66M Sell
9,466
-6,313
-40% -$2.43M 0.29% 77
2025
Q1 		$6.05M Sell
15,779
-3,012
-16% -$1.29M 0.57% 62
2024
Q4 		$8.36M Sell
18,791
-524
-3% -$259K 0.75% 47
2024
Q3 		$10M Sell
19,315
-403
-2% -$221K 0.91% 37
2024
Q2 		$11M Sell
19,718
-1,570
-7% -$760K 1.05% 29
2024
Q1 		$10.7M Buy
21,288
+864
+4% +$495K 1.09% 29
2023
Q4 		$12.2M Buy
20,424
+352
+2% +$203K 1.39% 18
2023
Q3 		$10.2M Sell
20,072
-479
-2% -$251K 1.38% 20
2023
Q2 		$10M Sell
20,551
-381
-2% -$153K 1.28% 24
2023
Q1 		$8.07M Sell
20,932
-1,264
-6% -$449K 1.13% 31
2022
Q4 		$7.47M Sell
22,196
-2,169
-9% -$694K 1.18% 31
2022
Q3 		$6.71M Buy
24,365
+640
+3% +$242K 1.14% 28
2022
Q2 		$8.69M Sell
23,725
-163
-0.7% -$66.3K 1.42% 21
2022
Q1 		$10.9M Buy
23,888
+958
+4% +$461K 1.4% 22
2021
Q4 		$13M Buy
22,930
+796
+4% +$498K 1.48% 23
2021
Q3 		$12.7M Buy
22,134
+93
+0.4% +$58.5K 1.55% 20
2021
Q2 		$12.9M Buy
22,041
+709
+3% +$365K 1.6% 19
2021
Q1 		$10.1M Buy
21,332
+816
+4% +$381K 1.48% 22
2020
Q4 		$10.3M Buy
20,516
+637
+3% +$308K 1.64% 19
2020
Q3 		$9.75M Buy
19,879
+47
+0.2% +$21.9K 1.83% 17
2020
Q2 		$8.63M Buy
19,832
+286
+1% +$106K 1.89% 16
2020
Q1 		$6.22M Buy
19,546
+1,170
+6% +$400K 1.86% 16
2019
Q4 		$6.06M Buy
18,376
+768
+4% +$226K 1.62% 25
2019
Q3 		$4.86M Buy
17,608
+875
+5% +$255K 1.46% 28
2019
Q2 		$4.93M Buy
16,733
+1,859
+12% +$516K 1.49% 26
2019
Q1 		$3.96M Buy
+14,874
New +$3.75M 1.32% 30

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lyell Wealth Management's ADBE Position: Q1 2026 in Review

Lyell Wealth Management sold out of Adobe (ADBE) in Q1 2026, closing a stake of 1,039 shares — an estimated $364K sold.

Lyell Wealth Management first reported a position in ADBE in Q1 2019 and held it in 28 quarters. The position peaked at $13M in Q4 2021. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Lyell Wealth Management reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 1,039 Adobe shares in Q1 2026, an estimated $364K.
  • Lyell Wealth Management first reported a position in Adobe in Q1 2019 and held it in 28 quarters.
  • Lyell Wealth Management's Adobe position peaked at $13M in Q4 2021.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.