LWM
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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
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 $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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Lyell Wealth Management held its Cigna (CI) position steady in Q1 2026 at 970 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #193.

Lyell Wealth Management first reported a position in CI in Q1 2017 and has held it in 29 quarters since. The position peaked at $3.93M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Lyell Wealth Management held 970 shares of Cigna worth $259K as of Q1 2026.
  • Lyell Wealth Management left its Cigna share count unchanged in Q1 2026.
  • Cigna made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Lyell Wealth Management first reported a position in Cigna in Q1 2017 and has held it in 29 quarters since.
  • Lyell Wealth Management's Cigna position peaked at $3.93M in Q3 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

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