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Lyell Wealth Management’s ServiceNow NOW Stock Holding History

Lyell Wealth Management’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lyell Wealth Management reduced its ServiceNow (NOW) stake by 12% in Q1 2026, selling an estimated $1.88M and leaving 114,446 shares worth $12M. The position accounts for 0.88% of the portfolio, ranked #39.

Lyell Wealth Management first reported a position in NOW in Q1 2019 and has held it in 29 quarters since. The position peaked at $27.6M in Q4 2024. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Lyell Wealth Management held 114,446 shares of ServiceNow worth $12M as of Q1 2026.
  • Lyell Wealth Management sold 15,939 ServiceNow shares in Q1 2026, an estimated $1.88M.
  • ServiceNow made up 0.88% of Lyell Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Lyell Wealth Management first reported a position in ServiceNow in Q1 2019 and has held it in 29 quarters since.
  • Lyell Wealth Management's ServiceNow position peaked at $27.6M in Q4 2024.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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