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Lyell Wealth Management’s Equinix EQIX Stock Holding History

Lyell Wealth Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Sell
266
-9
-3% -$9.63K 0.02% 201
2026
Q1 		$270K Sell
275
-6
-2% -$5.33K 0.02% 191
2025
Q4 		$215K Sell
281
-579
-67% -$454K 0.02% 204
2025
Q3 		$674K Sell
860
-370
-30% -$289K 0.05% 137
2025
Q2 		$978K Hold
1,230
– – 0.08% 123
2025
Q1 		$1M Sell
1,230
-89
-7% -$80K 0.09% 119
2024
Q4 		$1.24M Hold
1,319
– – 0.11% 111
2024
Q3 		$1.17M Hold
1,319
– – 0.11% 114
2024
Q2 		$998K Sell
1,319
-1,242
-48% -$943K 0.1% 112
2024
Q1 		$2.11M Sell
2,561
-1,683
-40% -$1.42M 0.21% 94
2023
Q4 		$3.42M Buy
4,244
+798
+23% +$613K 0.39% 77
2023
Q3 		$2.5M Buy
3,446
+2,107
+157% +$1.63M 0.34% 85
2023
Q2 		$1.05M Buy
+1,339
New +$980K 0.13% 103

Other funds holding EQIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lyell Wealth Management reduced its Equinix (EQIX) stake by 3.3% in Q2 2026, selling an estimated $9.63K and leaving 266 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #201.

Lyell Wealth Management first reported a position in EQIX in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.42M in Q4 2023. 1,365 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Lyell Wealth Management held 266 shares of Equinix worth $277K as of Q2 2026.
  • Lyell Wealth Management sold 9 Equinix shares in Q2 2026, an estimated $9.63K.
  • Equinix made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Lyell Wealth Management first reported a position in Equinix in Q2 2023 and has held it in 13 quarters since.
  • Lyell Wealth Management's Equinix position peaked at $3.42M in Q4 2023.
  • 1,365 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

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