Lyell Wealth Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.11M | Sell |
91,809
-22,637
| -20% | -$2.24M | 0.56% | 51 |
|
|
2026
Q1 | $12M | Sell |
114,446
-15,939
| -12% | -$1.88M | 0.88% | 39 |
|
|
2025
Q4 | $20M | Sell |
130,385
-1,885
| -1% | -$323K | 1.45% | 19 |
|
|
2025
Q3 | $24.3M | Sell |
132,270
-205
| -0.2% | -$38.3K | 1.81% | 12 |
|
|
2025
Q2 | $27.2M | Buy |
132,475
+3,735
| +3% | +$705K | 2.15% | 9 |
|
|
2025
Q1 | $20.5M | Sell |
128,740
-1,465
| -1% | -$282K | 1.92% | 11 |
|
|
2024
Q4 | $27.6M | Sell |
130,205
-635
| -0.5% | -$129K | 2.47% | 7 |
|
|
2024
Q3 | $23.4M | Buy |
130,840
+485
| +0.4% | +$79.7K | 2.13% | 8 |
|
|
2024
Q2 | $20.5M | Buy |
130,355
+7,840
| +6% | +$1.15M | 1.96% | 10 |
|
|
2024
Q1 | $18.7M | Sell |
122,515
-885
| -0.7% | -$134K | 1.9% | 11 |
|
|
2023
Q4 | $17.4M | Sell |
123,400
-2,950
| -2% | -$372K | 1.98% | 10 |
|
|
2023
Q3 | $14.1M | Sell |
126,350
-1,025
| -0.8% | -$117K | 1.9% | 10 |
|
|
2023
Q2 | $14.3M | Buy |
127,375
+660
| +0.5% | +$66K | 1.83% | 9 |
|
|
2023
Q1 | $11.8M | Sell |
126,715
-55
| -0% | -$4.79K | 1.65% | 13 |
|
|
2022
Q4 | $9.84M | Sell |
126,770
-400
| -0.3% | -$31.3K | 1.55% | 17 |
|
|
2022
Q3 | $9.6M | Sell |
127,170
-1,525
| -1% | -$137K | 1.64% | 13 |
|
|
2022
Q2 | $12.2M | Buy |
128,695
+735
| +0.6% | +$70.1K | 2% | 10 |
|
|
2022
Q1 | $14.3M | Sell |
127,960
-1,130
| -0.9% | -$127K | 1.83% | 11 |
|
|
2021
Q4 | $16.8M | Buy |
129,090
+1,360
| +1% | +$179K | 1.91% | 12 |
|
|
2021
Q3 | $15.9M | Buy |
127,730
+1,830
| +1% | +$222K | 1.93% | 12 |
|
|
2021
Q2 | $13.8M | Buy |
125,900
+6,455
| +5% | +$654K | 1.71% | 14 |
|
|
2021
Q1 | $11.9M | Buy |
119,445
+3,115
| +3% | +$329K | 1.74% | 15 |
|
|
2020
Q4 | $12.8M | Buy |
116,330
+1,860
| +2% | +$193K | 2.05% | 10 |
|
|
2020
Q3 | $11.1M | Buy |
114,470
+1,295
| +1% | +$116K | 2.08% | 12 |
|
|
2020
Q2 | $9.17M | Buy |
113,175
+5,865
| +5% | +$414K | 2.01% | 11 |
|
|
2020
Q1 | $6.15M | Buy |
107,310
+5,370
| +5% | +$336K | 1.84% | 19 |
|
|
2019
Q4 | $5.76M | Buy |
101,940
+12,595
| +14% | +$664K | 1.54% | 27 |
|
|
2019
Q3 | $4.54M | Buy |
89,345
+16,050
| +22% | +$873K | 1.36% | 34 |
|
|
2019
Q2 | $4.03M | Buy |
73,295
+23,240
| +46% | +$1.22M | 1.21% | 37 |
|
|
2019
Q1 | $2.47M | Buy |
+50,055
| New | +$2.2M | 0.82% | 48 |
|
Other funds holding NOW
Lyell Wealth Management's NOW Position: Q2 2026 in Review
Lyell Wealth Management reduced its ServiceNow (NOW) stake by 20% in Q2 2026, selling an estimated $2.24M and leaving 91,809 shares worth $9.11M. The position accounts for 0.56% of the portfolio, ranked #51.
Lyell Wealth Management first reported a position in NOW in Q1 2019 and has held it in 30 quarters since. The position peaked at $27.6M in Q4 2024. 2,238 funds tracked by Wall St. Rank hold NOW as of Q2 2026.
- Lyell Wealth Management held 91,809 shares of ServiceNow worth $9.11M as of Q2 2026.
- Lyell Wealth Management sold 22,637 ServiceNow shares in Q2 2026, an estimated $2.24M.
- ServiceNow made up 0.56% of Lyell Wealth Management's portfolio in Q2 2026, its #51 holding.
- Lyell Wealth Management first reported a position in ServiceNow in Q1 2019 and has held it in 30 quarters since.
- Lyell Wealth Management's ServiceNow position peaked at $27.6M in Q4 2024.
- 2,238 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.
Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.