LWM
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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
Q1 		$9.58M 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 		$2.87M Buy
+12,495
New +$3.33M 0.42% 72

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Lyell Wealth Management increased its Snowflake (SNOW) stake by 4.9% in Q1 2026, buying an estimated $554K and bringing the position to 63,551 shares worth $9.58M. The position accounts for 0.7% of the portfolio, ranked #50.

Lyell Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.3M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Lyell Wealth Management held 63,551 shares of Snowflake worth $9.58M as of Q1 2026.
  • Lyell Wealth Management bought 2,991 Snowflake shares in Q1 2026, an estimated $554K.
  • Snowflake made up 0.7% of Lyell Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Lyell Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 21 quarters since.
  • Lyell Wealth Management's Snowflake position peaked at $13.3M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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