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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's COHR Position: Q2 2026 in Review

Lyell Wealth Management held its Coherent (COHR) position steady in Q2 2026 at 3,000 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #123.

Lyell Wealth Management first reported a position in COHR in Q2 2024 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Lyell Wealth Management held 3,000 shares of Coherent worth $1.18M as of Q2 2026.
  • Lyell Wealth Management left its Coherent share count unchanged in Q2 2026.
  • Coherent made up 0.07% of Lyell Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Lyell Wealth Management first reported a position in Coherent in Q2 2024 and has held it in 8 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.