LWM
AKRE

Lyell Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Lyell Wealth Management’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,950
Closed -$324K – 226
2025
Q4 		$324K Buy
+4,950
New +$320K 0.02% 178

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lyell Wealth Management sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 4,950 shares — an estimated $324K sold.

Lyell Wealth Management first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Lyell Wealth Management reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 4,950 Akre Focus ETF shares in Q1 2026, an estimated $324K.
  • Lyell Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
  • Lyell Wealth Management's Akre Focus ETF position peaked at $324K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

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