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Lyell Wealth Management’s Cigna CI Stock Holding History

Lyell Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
874
-96
-10% -$27.1K 0.01% 219
2026
Q1 		$259K Hold
970
– – 0.02% 193
2025
Q4 		$267K Buy
970
+42
+5% +$11.8K 0.02% 195
2025
Q3 		$267K Sell
928
-78
-8% -$23.1K 0.02% 191
2025
Q2 		$333K Sell
1,006
-108
-10% -$34.8K 0.03% 172
2025
Q1 		$367K Sell
1,114
-1,904
-63% -$574K 0.03% 160
2024
Q4 		$833K Sell
3,018
-8,322
-73% -$2.65M 0.07% 122
2024
Q3 		$3.93M Buy
11,340
+1,318
+13% +$454K 0.36% 78
2024
Q2 		$3.31M Buy
10,022
+55
+0.6% +$19K 0.32% 81
2024
Q1 		$3.62M Buy
9,967
+414
+4% +$136K 0.37% 78
2023
Q4 		$2.86M Sell
9,553
-156
-2% -$45.6K 0.33% 82
2023
Q3 		$2.78M Buy
9,709
+374
+4% +$107K 0.37% 80
2023
Q2 		$2.62M Buy
9,335
+901
+11% +$235K 0.33% 86
2023
Q1 		$2.16M Sell
8,434
-47
-0.6% -$13.7K 0.3% 87
2022
Q4 		$2.81M Buy
8,481
+6,306
+290% +$2M 0.44% 74
2022
Q3 		$603K Sell
2,175
-6
-0.3% -$1.69K 0.1% 124
2022
Q2 		$575K Buy
2,181
+12
+0.6% +$3.09K 0.09% 126
2022
Q1 		$520K Buy
2,169
+1,149
+113% +$269K 0.07% 134
2021
Q4 		$234K Hold
1,020
– – 0.03% 174
2021
Q3 		$204K Sell
1,020
-9
-0.9% -$1.96K 0.02% 177
2021
Q2 		$244K Buy
1,029
+105
+11% +$26.2K 0.03% 170
2021
Q1 		$223K Buy
+924
New +$206K 0.03% 163
2019
Q1 		– Sell
-1,921
Closed -$365K – 122
2018
Q4 		$365K Hold
1,921
– – 0.15% 90
2018
Q3 		$400K Hold
1,921
– – 0.13% 92
2018
Q2 		$326K Hold
1,921
– – 0.12% 94
2018
Q1 		$322K Sell
1,921
-200
-9% -$38.9K 0.12% 92
2017
Q4 		$431K Hold
2,121
– – 0.17% 87
2017
Q3 		$396K Hold
2,121
– – 0.17% 85
2017
Q2 		$355K Hold
2,121
– – 0.17% 84
2017
Q1 		$311K Buy
+2,121
New +$313K 0.17% 85

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lyell Wealth Management's CI Position: Q2 2026 in Review

Lyell Wealth Management reduced its Cigna (CI) stake by 9.9% in Q2 2026, selling an estimated $27.1K and leaving 874 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #219.

Lyell Wealth Management first reported a position in CI in Q1 2017 and has held it in 30 quarters since. The position peaked at $3.93M in Q3 2024. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Lyell Wealth Management held 874 shares of Cigna worth $241K as of Q2 2026.
  • Lyell Wealth Management sold 96 Cigna shares in Q2 2026, an estimated $27.1K.
  • Cigna made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Lyell Wealth Management first reported a position in Cigna in Q1 2017 and has held it in 30 quarters since.
  • Lyell Wealth Management's Cigna position peaked at $3.93M in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.