LWM
FLR icon

Lyell Wealth Management’s Fluor FLR Stock Holding History

Lyell Wealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,000
Closed -$308K – 219
2025
Q2 		$308K Sell
6,000
-6,000
-50% -$239K 0.02% 177
2025
Q1 		$430K Buy
+12,000
New +$518K 0.04% 153

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyell Wealth Management's FLR Position: Q3 2025 in Review

Lyell Wealth Management sold out of Fluor (FLR) in Q3 2025, closing a stake of 6,000 shares — an estimated $308K sold.

Lyell Wealth Management first reported a position in FLR in Q1 2025 and held it in 2 quarters. The position peaked at $430K in Q1 2025. 489 funds tracked by Wall St. Rank hold FLR as of Q3 2025.

  • Lyell Wealth Management reported no remaining Fluor position as of Q3 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 6,000 Fluor shares in Q3 2025, an estimated $308K.
  • Lyell Wealth Management first reported a position in Fluor in Q1 2025 and held it in 2 quarters.
  • Lyell Wealth Management's Fluor position peaked at $430K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Fluor as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.