Lyell Wealth Management
SNOW icon

Lyell Wealth Management’s Snowflake SNOW Stock Holding History

Lyell Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19M Sell
56,023
-1,752
-3% -$541K 1.13% 25
2026
Q2 		$14.7M Sell
57,775
-5,776
-9% -$1.06M 0.9% 32
2026
Q1 		$9.6M Buy
63,551
+2,991
+5% +$554K 0.7% 50
2025
Q4 		$13.3M Buy
60,560
+2,206
+4% +$538K 0.96% 37
2025
Q3 		$13.2M Sell
58,354
-822
-1% -$177K 0.98% 36
2025
Q2 		$13.2M Sell
59,176
-1,509
-2% -$273K 1.05% 33
2025
Q1 		$8.87M Buy
60,685
+2,955
+5% +$501K 0.83% 44
2024
Q4 		$8.91M Buy
57,730
+347
+0.6% +$48.9K 0.8% 42
2024
Q3 		$6.59M Sell
57,383
-947
-2% -$116K 0.6% 57
2024
Q2 		$7.88M Sell
58,330
-354
-0.6% -$52.3K 0.75% 45
2024
Q1 		$9.48M Buy
58,684
+9,937
+20% +$1.93M 0.96% 34
2023
Q4 		$9.7M Buy
48,747
+19,838
+69% +$3.35M 1.1% 33
2023
Q3 		$4.42M Buy
28,909
+622
+2% +$101K 0.59% 60
2023
Q2 		$4.98M Buy
28,287
+3,818
+16% +$621K 0.64% 59
2023
Q1 		$3.78M Buy
24,469
+2,976
+14% +$436K 0.53% 66
2022
Q4 		$3.09M Sell
21,493
-2,053
-9% -$313K 0.49% 71
2022
Q3 		$4M Sell
23,546
-243
-1% -$40.2K 0.68% 58
2022
Q2 		$3.31M Buy
23,789
+42
+0.2% +$6.65K 0.54% 68
2022
Q1 		$5.44M Buy
23,747
+2,014
+9% +$521K 0.7% 50
2021
Q4 		$7.36M Buy
21,733
+1,409
+7% +$491K 0.84% 44
2021
Q3 		$6.15M Buy
20,324
+1,945
+11% +$553K 0.75% 50
2021
Q2 		$4.44M Buy
18,379
+5,884
+47% +$1.37M 0.55% 65
2021
Q1 		$2.86M Buy
+12,495
New +$3.33M 0.42% 72

Other funds holding SNOW

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Lyell Wealth Management reduced its Snowflake (SNOW) stake by 3% in Q3 2026, selling an estimated $541K and leaving 56,023 shares worth $19M. The position accounts for 1.13% of the portfolio, ranked #25.

Lyell Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 23 quarters since. 574 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Lyell Wealth Management held 56,023 shares of Snowflake worth $19M as of Q3 2026.
  • Lyell Wealth Management sold 1,752 Snowflake shares in Q3 2026, an estimated $541K.
  • Snowflake made up 1.13% of Lyell Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Lyell Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 23 quarters since.
  • 574 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

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