Lyell Wealth Management’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $477K | Sell |
9,038
-3,075
| -25% | -$186K | 0.04% | 152 |
|
|
2025
Q4 | $772K | Sell |
12,113
-4,802
| -28% | -$313K | 0.06% | 127 |
|
|
2025
Q3 | $1.18M | Sell |
16,915
-7,158
| -30% | -$533K | 0.09% | 111 |
|
|
2025
Q2 | $1.71M | Sell |
24,073
-19,378
| -45% | -$1.16M | 0.14% | 95 |
|
|
2025
Q1 | $2.76M | Sell |
43,451
-5,689
| -12% | -$419K | 0.26% | 83 |
|
|
2024
Q4 | $3.72M | Sell |
49,140
-7,854
| -14% | -$617K | 0.33% | 76 |
|
|
2024
Q3 | $5.04M | Sell |
56,994
-27,349
| -32% | -$2.14M | 0.46% | 68 |
|
|
2024
Q2 | $6.36M | Sell |
84,343
-2,918
| -3% | -$271K | 0.61% | 56 |
|
|
2024
Q1 | $8.2M | Sell |
87,261
-327
| -0.4% | -$33.3K | 0.83% | 42 |
|
|
2023
Q4 | $9.51M | Buy |
87,588
+1,000
| +1% | +$107K | 1.08% | 35 |
|
|
2023
Q3 | $8.28M | Sell |
86,588
-562
| -0.6% | -$57.8K | 1.11% | 33 |
|
|
2023
Q2 | $9.62M | Sell |
87,150
-41
| -0% | -$4.79K | 1.23% | 27 |
|
|
2023
Q1 | $10.7M | Sell |
87,191
-1,074
| -1% | -$132K | 1.5% | 16 |
|
|
2022
Q4 | $10.3M | Buy |
88,265
+970
| +1% | +$97.7K | 1.63% | 14 |
|
|
2022
Q3 | $7.26M | Buy |
87,295
+2,296
| +3% | +$247K | 1.24% | 21 |
|
|
2022
Q2 | $8.71M | Sell |
84,999
-414
| -0.5% | -$49K | 1.42% | 19 |
|
|
2022
Q1 | $11.5M | Sell |
85,413
-554
| -0.6% | -$77.9K | 1.48% | 18 |
|
|
2021
Q4 | $14.3M | Buy |
85,967
+357
| +0.4% | +$58.9K | 1.64% | 17 |
|
|
2021
Q3 | $12.5M | Sell |
85,610
-144
| -0.2% | -$23.5K | 1.52% | 22 |
|
|
2021
Q2 | $13.3M | Buy |
85,754
+3,417
| +4% | +$460K | 1.64% | 17 |
|
|
2021
Q1 | $11M | Buy |
82,337
+4,584
| +6% | +$637K | 1.6% | 20 |
|
|
2020
Q4 | $11M | Buy |
77,753
+6,622
| +9% | +$877K | 1.76% | 16 |
|
|
2020
Q3 | $8.95M | Buy |
71,131
+1,088
| +2% | +$117K | 1.68% | 21 |
|
|
2020
Q2 | $6.88M | Buy |
70,043
+4,752
| +7% | +$439K | 1.51% | 25 |
|
|
2020
Q1 | $5.42M | Buy |
65,291
+2,415
| +4% | +$225K | 1.62% | 24 |
|
|
2019
Q4 | $6.39M | Sell |
62,876
-120
| -0.2% | -$11.3K | 1.71% | 21 |
|
|
2019
Q3 | $5.92M | Buy |
62,996
+1,703
| +3% | +$146K | 1.78% | 18 |
|
|
2019
Q2 | $5.16M | Buy |
61,293
+2,718
| +5% | +$229K | 1.56% | 25 |
|
|
2019
Q1 | $4.95M | Buy |
58,575
+5,755
| +11% | +$475K | 1.65% | 21 |
|
|
2018
Q4 | $3.93M | Buy |
52,820
+1,080
| +2% | +$80.8K | 1.64% | 22 |
|
|
2018
Q3 | $4.39M | Buy |
51,740
+188
| +0.4% | +$15.1K | 1.48% | 24 |
|
|
2018
Q2 | $4.12M | Buy |
51,552
+2,500
| +5% | +$176K | 1.51% | 24 |
|
|
2018
Q1 | $3.27M | Sell |
49,052
-150
| -0.3% | -$9.9K | 1.21% | 37 |
|
|
2017
Q4 | $3.09M | Sell |
49,202
-1,780
| -3% | -$102K | 1.23% | 34 |
|
|
2017
Q3 | $2.65M | Sell |
50,982
-80
| -0.2% | -$4.49K | 1.15% | 37 |
|
|
2017
Q2 | $3.02M | Buy |
51,062
+1,260
| +3% | +$68K | 1.47% | 28 |
|
|
2017
Q1 | $2.78M | Buy |
49,802
+5,170
| +12% | +$286K | 1.51% | 26 |
|
|
2016
Q4 | $2.28M | Buy |
+44,632
| New | +$2.29M | 1.41% | 32 |
|
Other funds holding NKE
VCM
DAM
VPM
Lyell Wealth Management's NKE Position: Q1 2026 in Review
Lyell Wealth Management reduced its Nike (NKE) stake by 25% in Q1 2026, selling an estimated $186K and leaving 9,038 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #152.
Lyell Wealth Management first reported a position in NKE in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.3M in Q4 2021. 1,912 funds tracked by Wall St. Rank hold NKE as of Q1 2026.
- Lyell Wealth Management held 9,038 shares of Nike worth $477K as of Q1 2026.
- Lyell Wealth Management sold 3,075 Nike shares in Q1 2026, an estimated $186K.
- Nike made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #152 holding.
- Lyell Wealth Management first reported a position in Nike in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Nike position peaked at $14.3M in Q4 2021.
- 1,912 funds tracked by Wall St. Rank held Nike as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.