Lyell Wealth Management’s Goldman Sachs GS Stock Holding History

Lyell Wealth Management’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$563K	Buy	666 +12	+2%	+$10.7K	0.04%	146
2025 Q4	$575K	Buy	654 +67	+11%	+$54.7K	0.04%	138
2025 Q3	$467K	Hold	587	–	–	0.03%	150
2025 Q2	$415K	Sell	587 -100	-15%	-$57.9K	0.03%	157
2025 Q1	$375K	Buy	687 +146	+27%	+$87.9K	0.04%	159
2024 Q4	$310K	Hold	541	–	–	0.03%	167
2024 Q3	$268K	Hold	541	–	–	0.02%	184
2024 Q2	$245K	Hold	541	–	–	0.02%	184
2024 Q1	$226K	Hold	541	–	–	0.02%	188
2023 Q4	$209K	Buy	+541	New	+$181K	0.02%	186
2022 Q1	–	Sell	-567	Closed	-$217K	–	200
2021 Q4	$217K	Hold	567	–	–	0.02%	178
2021 Q3	$214K	Sell	567 -13	-2%	-$5.08K	0.03%	170
2021 Q2	$220K	Buy	+580	New	+$208K	0.03%	177

Other funds holding GS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Lyell Wealth Management increased its Goldman Sachs (GS) stake by 1.8% in Q1 2026, buying an estimated $10.7K and bringing the position to 666 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #146.

Lyell Wealth Management first reported a position in GS in Q2 2021 and has held it in 13 quarters since. The position peaked at $575K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Lyell Wealth Management held 666 shares of Goldman Sachs worth $563K as of Q1 2026.
Lyell Wealth Management bought 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
Goldman Sachs made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #146 holding.
Lyell Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 13 quarters since.
Lyell Wealth Management's Goldman Sachs position peaked at $575K in Q4 2025.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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