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 Q3	$626K	Buy	695 +29	+4%	+$29.7K	0.04%	155
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lyell Wealth Management's GS Position: Q3 2026 in Review

Lyell Wealth Management increased its Goldman Sachs (GS) stake by 4.4% in Q3 2026, buying an estimated $29.7K and bringing the position to 695 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #155.

Lyell Wealth Management first reported a position in GS in Q2 2021 and has held it in 15 quarters since. The position peaked at $674K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Lyell Wealth Management held 695 shares of Goldman Sachs worth $626K as of Q3 2026.
Lyell Wealth Management bought 29 Goldman Sachs shares in Q3 2026, an estimated $29.7K.
Goldman Sachs made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #155 holding.
Lyell Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 15 quarters since.
Lyell Wealth Management's Goldman Sachs position peaked at $674K in Q2 2026.
1,994 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.