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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
Q2 		$674K Hold
666
– – 0.04% 147
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lyell Wealth Management's GS Position: Q2 2026 in Review

Lyell Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 666 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #147.

Lyell Wealth Management first reported a position in GS in Q2 2021 and has held it in 14 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Lyell Wealth Management held 666 shares of Goldman Sachs worth $674K as of Q2 2026.
  • Lyell Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Lyell Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 14 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.