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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lyell Wealth Management reduced its Equinix (EQIX) stake by 2.1% in Q1 2026, selling an estimated $5.33K and leaving 275 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #191.

Lyell Wealth Management first reported a position in EQIX in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2023. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

Lyell Wealth Management held 275 shares of Equinix worth $270K as of Q1 2026.
Lyell Wealth Management sold 6 Equinix shares in Q1 2026, an estimated $5.33K.
Equinix made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #191 holding.
Lyell Wealth Management first reported a position in Equinix in Q2 2023 and has held it in 12 quarters since.
Lyell Wealth Management's Equinix position peaked at $3.42M in Q4 2023.
1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

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