Lyell Wealth Management
EQIX icon

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
Q3 		$207K Sell
205
-61
-23% -$63.4K 0.01% 225
2026
Q2 		$277K Sell
266
-9
-3% -$9.6K 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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Lyell Wealth Management reduced its Equinix (EQIX) stake by 23% in Q3 2026, selling an estimated $63.4K and leaving 205 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #225.

Lyell Wealth Management first reported a position in EQIX in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.42M in Q4 2023. 474 funds tracked by Wall St. Rank hold EQIX as of Q3 2026.

  • Lyell Wealth Management held 205 shares of Equinix worth $207K as of Q3 2026.
  • Lyell Wealth Management sold 61 Equinix shares in Q3 2026, an estimated $63.4K.
  • Equinix made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #225 holding.
  • Lyell Wealth Management first reported a position in Equinix in Q2 2023 and has held it in 14 quarters since.
  • Lyell Wealth Management's Equinix position peaked at $3.42M in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Equinix as of Q3 2026.

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