LWM
TEAM icon

Lyell Wealth Management’s Atlassian TEAM Stock Holding History

Lyell Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,794
Closed -$291K – 223
2025
Q4 		$291K Sell
1,794
-2,943
-62% -$462K 0.02% 187
2025
Q3 		$756K Sell
4,737
-1,622
-26% -$293K 0.06% 130
2025
Q2 		$1.29M Sell
6,359
-368
-5% -$76.6K 0.1% 104
2025
Q1 		$1.43M Sell
6,727
-3,240
-33% -$855K 0.13% 104
2024
Q4 		$2.43M Sell
9,967
-2,684
-21% -$615K 0.22% 91
2024
Q3 		$2.01M Sell
12,651
-1,583
-11% -$260K 0.18% 98
2024
Q2 		$2.52M Sell
14,234
-10,569
-43% -$1.89M 0.24% 92
2024
Q1 		$4.84M Buy
24,803
+5,120
+26% +$1.12M 0.49% 69
2023
Q4 		$4.68M Buy
19,683
+1,276
+7% +$251K 0.53% 65
2023
Q3 		$3.71M Buy
18,407
+134
+0.7% +$25.4K 0.5% 66
2023
Q2 		$3.07M Sell
18,273
-823
-4% -$132K 0.39% 79
2023
Q1 		$3.27M Sell
19,096
-1,913
-9% -$305K 0.46% 73
2022
Q4 		$2.7M Sell
21,009
-450
-2% -$71.6K 0.43% 77
2022
Q3 		$4.52M Buy
21,459
+42
+0.2% +$9.81K 0.77% 49
2022
Q2 		$4.01M Buy
21,417
+125
+0.6% +$26.7K 0.65% 59
2022
Q1 		$6.26M Sell
21,292
-10,255
-33% -$3.06M 0.81% 41
2021
Q4 		$12M Sell
31,547
-687
-2% -$276K 1.37% 26
2021
Q3 		$12.6M Sell
32,234
-87
-0.3% -$29.1K 1.53% 21
2021
Q2 		$8.3M Sell
32,321
-2,613
-7% -$612K 1.03% 36
2021
Q1 		$7.36M Sell
34,934
-5,801
-14% -$1.35M 1.07% 34
2020
Q4 		$9.53M Sell
40,735
-153
-0.4% -$32.3K 1.52% 27
2020
Q3 		$7.43M Buy
40,888
+57
+0.1% +$10.2K 1.39% 28
2020
Q2 		$7.36M Buy
40,831
+1,939
+5% +$322K 1.61% 23
2020
Q1 		$5.34M Buy
38,892
+1,395
+4% +$195K 1.6% 25
2019
Q4 		$4.51M Buy
37,497
+1,013
+3% +$123K 1.2% 38
2019
Q3 		$4.58M Buy
36,484
+2,521
+7% +$343K 1.38% 32
2019
Q2 		$4.44M Buy
+33,963
New +$4.09M 1.34% 30

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Lyell Wealth Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,794 shares — an estimated $291K sold.

Lyell Wealth Management first reported a position in TEAM in Q2 2019 and held it in 27 quarters. The position peaked at $12.6M in Q3 2021. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Lyell Wealth Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 1,794 Atlassian shares in Q1 2026, an estimated $291K.
  • Lyell Wealth Management first reported a position in Atlassian in Q2 2019 and held it in 27 quarters.
  • Lyell Wealth Management's Atlassian position peaked at $12.6M in Q3 2021.
  • 656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

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