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Lyell Wealth Management’s Eaton ETN Stock Holding History

Lyell Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$490K Buy
1,371
+225
+20% +$80.1K 0.04% 150
2025
Q4 		$365K Buy
1,146
+149
+15% +$52.8K 0.03% 167
2025
Q3 		$373K Buy
997
+22
+2% +$8K 0.03% 164
2025
Q2 		$348K Buy
975
+30
+3% +$9.24K 0.03% 169
2025
Q1 		$257K Sell
945
-162
-15% -$50.4K 0.02% 181
2024
Q4 		$367K Hold
1,107
– – 0.03% 158
2024
Q3 		$367K Hold
1,107
– – 0.03% 165
2024
Q2 		$347K Buy
1,107
+70
+7% +$22.6K 0.03% 156
2024
Q1 		$324K Sell
1,037
-30
-3% -$8.2K 0.03% 166
2023
Q4 		$257K Buy
+1,067
New +$236K 0.03% 171

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lyell Wealth Management increased its Eaton (ETN) stake by 20% in Q1 2026, buying an estimated $80.1K and bringing the position to 1,371 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #150.

Lyell Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Lyell Wealth Management held 1,371 shares of Eaton worth $490K as of Q1 2026.
  • Lyell Wealth Management bought 225 Eaton shares in Q1 2026, an estimated $80.1K.
  • Eaton made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Lyell Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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