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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

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

Lyell Wealth Management held its Coherent (COHR) position steady in Q1 2026 at 3,000 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #130.

Lyell Wealth Management first reported a position in COHR in Q2 2024 and has held it in 7 quarters since. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Lyell Wealth Management held 3,000 shares of Coherent worth $715K as of Q1 2026.
  • Lyell Wealth Management left its Coherent share count unchanged in Q1 2026.
  • Coherent made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Lyell Wealth Management first reported a position in Coherent in Q2 2024 and has held it in 7 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

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