LWM
CMA

Lyell Wealth Management’s Comerica CMA Stock Holding History

Lyell Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,000
Closed -$239K – 215
2025
Q2 		$239K Sell
4,000
-17,176
-81% -$958K 0.02% 198
2025
Q1 		$1.25M Buy
+21,176
New +$1.33M 0.12% 106
2019
Q2 		– Sell
-10,261
Closed -$760K – 124
2019
Q1 		$760K Sell
10,261
-4,240
-29% -$340K 0.25% 77
2018
Q4 		$1.01M Sell
14,501
-20,455
-59% -$1.63M 0.42% 64
2018
Q3 		$3.17M Buy
34,956
+1,201
+4% +$115K 1.07% 44
2018
Q2 		$3.08M Buy
33,755
+430
+1% +$41.2K 1.13% 39
2018
Q1 		$3.21M Buy
33,325
+3,225
+11% +$308K 1.19% 41
2017
Q4 		$2.62M Buy
+30,100
New +$2.42M 1.04% 42

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Lyell Wealth Management's CMA Position: Q3 2025 in Review

Lyell Wealth Management sold out of Comerica (CMA) in Q3 2025, closing a stake of 4,000 shares — an estimated $239K sold.

Lyell Wealth Management first reported a position in CMA in Q4 2017 and held it in 8 quarters. The position peaked at $3.21M in Q1 2018. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • Lyell Wealth Management reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 4,000 Comerica shares in Q3 2025, an estimated $239K.
  • Lyell Wealth Management first reported a position in Comerica in Q4 2017 and held it in 8 quarters.
  • Lyell Wealth Management's Comerica position peaked at $3.21M in Q1 2018.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.