LWM
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Lyell Wealth Management’s Stryker SYK Stock Holding History

Lyell Wealth Management’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Sell
36,965
-3,645
-9% -$1.31M 0.89% 38
2025
Q4 		$14.3M Buy
40,610
+2,077
+5% +$757K 1.03% 34
2025
Q3 		$14.2M Buy
38,533
+523
+1% +$202K 1.06% 34
2025
Q2 		$15M Buy
38,010
+869
+2% +$325K 1.19% 28
2025
Q1 		$13.8M Buy
37,141
+3,260
+10% +$1.24M 1.29% 23
2024
Q4 		$12.2M Buy
33,881
+32
+0.1% +$11.9K 1.09% 27
2024
Q3 		$12.2M Buy
33,849
+236
+0.7% +$81.5K 1.11% 27
2024
Q2 		$11.4M Buy
33,613
+1,449
+5% +$491K 1.09% 27
2024
Q1 		$11.5M Buy
32,164
+201
+0.6% +$67.6K 1.17% 27
2023
Q4 		$9.57M Buy
31,963
+750
+2% +$211K 1.09% 34
2023
Q3 		$8.53M Sell
31,213
-140
-0.4% -$40.1K 1.15% 31
2023
Q2 		$9.57M Buy
31,353
+144
+0.5% +$41.6K 1.22% 28
2023
Q1 		$8.91M Sell
31,209
-857
-3% -$227K 1.25% 26
2022
Q4 		$7.84M Buy
32,066
+129
+0.4% +$29.3K 1.24% 27
2022
Q3 		$6.47M Buy
31,937
+156
+0.5% +$32.8K 1.1% 30
2022
Q2 		$6.34M Sell
31,781
-1,024
-3% -$241K 1.03% 32
2022
Q1 		$8.82M Buy
32,805
+1,127
+4% +$292K 1.13% 31
2021
Q4 		$8.52M Buy
31,678
+1,491
+5% +$391K 0.97% 39
2021
Q3 		$7.98M Buy
30,187
+1,135
+4% +$303K 0.97% 38
2021
Q2 		$7.56M Buy
29,052
+1,275
+5% +$326K 0.94% 39
2021
Q1 		$6.8M Buy
27,777
+435
+2% +$104K 0.99% 39
2020
Q4 		$6.72M Buy
27,342
+295
+1% +$66.8K 1.07% 35
2020
Q3 		$5.65M Buy
27,047
+647
+2% +$126K 1.06% 37
2020
Q2 		$4.77M Buy
26,400
+905
+4% +$167K 1.05% 41
2020
Q1 		$4.26M Buy
25,495
+2,470
+11% +$483K 1.27% 37
2019
Q4 		$4.85M Buy
23,025
+1,060
+5% +$220K 1.29% 34
2019
Q3 		$4.76M Sell
21,965
-10
-0% -$2.15K 1.43% 30
2019
Q2 		$4.53M Buy
21,975
+7,930
+56% +$1.51M 1.37% 29
2019
Q1 		$2.78M Buy
+14,045
New +$2.53M 0.93% 44

Other funds holding SYK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Lyell Wealth Management reduced its Stryker (SYK) stake by 9% in Q1 2026, selling an estimated $1.31M and leaving 36,965 shares worth $12.1M. The position accounts for 0.89% of the portfolio, ranked #38.

Lyell Wealth Management first reported a position in SYK in Q1 2019 and has held it in 29 quarters since. The position peaked at $15M in Q2 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Lyell Wealth Management held 36,965 shares of Stryker worth $12.1M as of Q1 2026.
  • Lyell Wealth Management sold 3,645 Stryker shares in Q1 2026, an estimated $1.31M.
  • Stryker made up 0.89% of Lyell Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Lyell Wealth Management first reported a position in Stryker in Q1 2019 and has held it in 29 quarters since.
  • Lyell Wealth Management's Stryker position peaked at $15M in Q2 2025.
  • 2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

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