Lyell Wealth Management’s Cigna CI Stock Holding History
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
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. 1,710 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.
- 1,710 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.