Lyell Wealth Management
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Lyell Wealth Management’s DexCom DXCM Stock Holding History

Lyell Wealth Management’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Sell
11,935
-1,211
-9% -$101K 0.06% 127
2026
Q2 		$885K Sell
13,146
-3,328
-20% -$222K 0.05% 132
2026
Q1 		$1.03M Sell
16,474
-4,646
-22% -$324K 0.08% 118
2025
Q4 		$1.4M Sell
21,120
-18,027
-46% -$1.17M 0.1% 102
2025
Q3 		$2.63M Sell
39,147
-7,689
-16% -$608K 0.2% 80
2025
Q2 		$4.09M Sell
46,836
-8,156
-15% -$639K 0.32% 74
2025
Q1 		$3.76M Sell
54,992
-5,621
-9% -$459K 0.35% 74
2024
Q4 		$4.71M Sell
60,613
-4,427
-7% -$328K 0.42% 68
2024
Q3 		$4.36M Buy
65,040
+125
+0.2% +$10.3K 0.4% 73
2024
Q2 		$7.36M Sell
64,915
-3,145
-5% -$398K 0.7% 50
2024
Q1 		$9.44M Sell
68,060
-2,222
-3% -$279K 0.96% 35
2023
Q4 		$8.72M Sell
70,282
-14,981
-18% -$1.53M 0.99% 37
2023
Q3 		$7.96M Sell
85,263
-6,746
-7% -$760K 1.07% 34
2023
Q2 		$11.8M Sell
92,009
-1,841
-2% -$223K 1.51% 18
2023
Q1 		$10.9M Sell
93,850
-6,523
-6% -$730K 1.53% 15
2022
Q4 		$11.4M Sell
100,373
-6,047
-6% -$664K 1.8% 12
2022
Q3 		$8.57M Sell
106,420
-2,385
-2% -$202K 1.46% 17
2022
Q2 		$8.11M Sell
108,805
-2,523
-2% -$230K 1.32% 24
2022
Q1 		$14.2M Sell
111,328
-184
-0.2% -$20.1K 1.83% 12
2021
Q4 		$15M Buy
111,512
+2,052
+2% +$295K 1.71% 15
2021
Q3 		$15M Buy
109,460
+1,284
+1% +$162K 1.82% 14
2021
Q2 		$11.5M Sell
108,176
-1,780
-2% -$171K 1.43% 24
2021
Q1 		$9.9M Buy
109,956
+2,704
+3% +$254K 1.44% 24
2020
Q4 		$9.9M Buy
107,252
+4,268
+4% +$381K 1.58% 22
2020
Q3 		$10.6M Buy
102,984
+724
+0.7% +$75.6K 1.99% 14
2020
Q2 		$10.4M Buy
102,260
+2,388
+2% +$214K 2.27% 9
2020
Q1 		$6.72M Buy
99,872
+3,696
+4% +$230K 2.01% 11
2019
Q4 		$5.26M Buy
96,176
+15,784
+20% +$749K 1.4% 31
2019
Q3 		$3M Buy
+80,392
New +$3.12M 0.9% 48

Other funds holding DXCM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

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

Lyell Wealth Management reduced its DexCom (DXCM) stake by 9.2% in Q3 2026, selling an estimated $101K and leaving 11,935 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #127.

Lyell Wealth Management first reported a position in DXCM in Q3 2019 and has held it in 29 quarters since. The position peaked at $15M in Q4 2021. 620 funds tracked by Wall St. Rank hold DXCM as of Q3 2026.

  • Lyell Wealth Management held 11,935 shares of DexCom worth $1.03M as of Q3 2026.
  • Lyell Wealth Management sold 1,211 DexCom shares in Q3 2026, an estimated $101K.
  • DexCom made up 0.06% of Lyell Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Lyell Wealth Management first reported a position in DexCom in Q3 2019 and has held it in 29 quarters since.
  • Lyell Wealth Management's DexCom position peaked at $15M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held DexCom as of Q3 2026.

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