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Lyell Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Lyell Wealth Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.7M Sell
22,517
-796
-3% -$510K 0.93% 33
2025
Q4 		$15.8M Buy
23,313
+136
+0.6% +$92.6K 1.14% 31
2025
Q3 		$14.8M Buy
23,177
+35
+0.2% +$21.2K 1.1% 32
2025
Q2 		$12.4M Buy
23,142
+677
+3% +$324K 0.98% 35
2025
Q1 		$9.43M Buy
22,465
+1,342
+6% +$583K 0.88% 37
2024
Q4 		$8.73M Buy
21,123
+72
+0.3% +$31.6K 0.78% 43
2024
Q3 		$10.6M Sell
21,051
-88
-0.4% -$42.8K 0.97% 32
2024
Q2 		$10.3M Buy
21,139
+868
+4% +$436K 0.98% 35
2024
Q1 		$10.9M Buy
20,271
+291
+1% +$159K 1.11% 28
2023
Q4 		$11.1M Buy
19,980
+550
+3% +$258K 1.26% 23
2023
Q3 		$8.5M Buy
19,430
+19
+0.1% +$9.47K 1.14% 32
2023
Q2 		$9.75M Buy
19,411
+247
+1% +$118K 1.25% 26
2023
Q1 		$9.58M Sell
19,164
-603
-3% -$289K 1.34% 22
2022
Q4 		$8.06M Sell
19,767
-62
-0.3% -$24.1K 1.27% 26
2022
Q3 		$6.46M Sell
19,829
-44
-0.2% -$16.2K 1.1% 31
2022
Q2 		$6.97M Sell
19,873
-436
-2% -$178K 1.14% 28
2022
Q1 		$11.1M Sell
20,309
-679
-3% -$357K 1.43% 21
2021
Q4 		$13.8M Buy
20,988
+1,030
+5% +$647K 1.58% 19
2021
Q3 		$12.4M Buy
19,958
+49
+0.2% +$32.9K 1.51% 23
2021
Q2 		$12.6M Buy
19,909
+457
+2% +$252K 1.56% 20
2021
Q1 		$9.52M Sell
19,452
-111
-0.6% -$55.6K 1.39% 26
2020
Q4 		$9.78M Sell
19,563
-9
-0% -$4.03K 1.56% 23
2020
Q3 		$7.69M Buy
19,572
+115
+0.6% +$42.5K 1.44% 25
2020
Q2 		$6.42M Buy
19,457
+825
+4% +$239K 1.41% 28
2020
Q1 		$4.51M Buy
18,632
+1,202
+7% +$314K 1.35% 34
2019
Q4 		$4.55M Buy
17,430
+1,636
+10% +$431K 1.22% 37
2019
Q3 		$4.29M Buy
15,794
+671
+4% +$187K 1.29% 37
2019
Q2 		$4.16M Buy
+15,123
New +$3.73M 1.26% 34

Other funds holding IDXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lyell Wealth Management reduced its Idexx Laboratories (IDXX) stake by 3.4% in Q1 2026, selling an estimated $510K and leaving 22,517 shares worth $12.7M. The position accounts for 0.93% of the portfolio, ranked #33.

Lyell Wealth Management first reported a position in IDXX in Q2 2019 and has held it in 28 quarters since. The position peaked at $15.8M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Lyell Wealth Management held 22,517 shares of Idexx Laboratories worth $12.7M as of Q1 2026.
  • Lyell Wealth Management sold 796 Idexx Laboratories shares in Q1 2026, an estimated $510K.
  • Idexx Laboratories made up 0.93% of Lyell Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Lyell Wealth Management first reported a position in Idexx Laboratories in Q2 2019 and has held it in 28 quarters since.
  • Lyell Wealth Management's Idexx Laboratories position peaked at $15.8M in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

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