Lyell Wealth Management’s Coherent COHR Stock Holding History

Lyell Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$863K	Hold	3,000	–	–	0.05%	136
2026 Q2	$1.18M	Hold	3,000	–	–	0.07%	123
2026 Q1	$715K	Hold	3,000	–	–	0.05%	130
2025 Q4	$554K	Hold	3,000	–	–	0.04%	145
2025 Q3	$323K	Hold	3,000	–	–	0.02%	176
2025 Q2	$268K	Buy	+3,000	New	+$216K	0.02%	192
2025 Q1	–	Sell	-3,000	Closed	-$284K	–	204
2024 Q4	$284K	Hold	3,000	–	–	0.03%	174
2024 Q3	$267K	Hold	3,000	–	–	0.02%	185
2024 Q2	$217K	Buy	+3,000	New	+$180K	0.02%	193

Other funds holding COHR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lyell Wealth Management's COHR Position: Q3 2026 in Review

Lyell Wealth Management held its Coherent (COHR) position steady in Q3 2026 at 3,000 shares worth $863K. The position accounts for 0.05% of the portfolio, ranked #136.

Lyell Wealth Management first reported a position in COHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q2 2026. 903 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

Lyell Wealth Management held 3,000 shares of Coherent worth $863K as of Q3 2026.
Lyell Wealth Management left its Coherent share count unchanged in Q3 2026.
Coherent made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #136 holding.
Lyell Wealth Management first reported a position in Coherent in Q2 2024 and has held it in 9 quarters since.
Lyell Wealth Management's Coherent position peaked at $1.18M in Q2 2026.
903 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.