Lyell Wealth Management
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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
Q3 		$10.2M Sell
76,131
-15,678
-17% -$1.93M 0.6% 49
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 		$9.8M 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 		$4.02M 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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

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

Lyell Wealth Management reduced its ServiceNow (NOW) stake by 17% in Q3 2026, selling an estimated $1.93M and leaving 76,131 shares worth $10.2M. The position accounts for 0.6% of the portfolio, ranked #49.

Lyell Wealth Management first reported a position in NOW in Q1 2019 and has held it in 31 quarters since. The position peaked at $27.6M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Lyell Wealth Management held 76,131 shares of ServiceNow worth $10.2M as of Q3 2026.
  • Lyell Wealth Management sold 15,678 ServiceNow shares in Q3 2026, an estimated $1.93M.
  • ServiceNow made up 0.6% of Lyell Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Lyell Wealth Management first reported a position in ServiceNow in Q1 2019 and has held it in 31 quarters since.
  • Lyell Wealth Management's ServiceNow position peaked at $27.6M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

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