LWM
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Lyell Wealth Management’s TE Connectivity TEL Stock Holding History

Lyell Wealth Management’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
6,371
-10
-0.2% -$2.13K 0.08% 119
2026
Q1 		$1.33M Hold
6,381
– – 0.1% 104
2025
Q4 		$1.45M Buy
6,381
+69
+1% +$16K 0.11% 100
2025
Q3 		$1.39M Hold
6,312
– – 0.1% 102
2025
Q2 		$1.06M Buy
+6,312
New +$958K 0.08% 121
2023
Q2 		– Sell
-3,100
Closed -$407K – 200
2023
Q1 		$407K Hold
3,100
– – 0.06% 148
2022
Q4 		$356K Hold
3,100
– – 0.06% 154
2022
Q3 		$342K Sell
3,100
-15
-0.5% -$1.87K 0.06% 153
2022
Q2 		$352K Sell
3,115
-147
-5% -$18.2K 0.06% 151
2022
Q1 		$427K Buy
3,262
+2,012
+161% +$288K 0.06% 146
2021
Q4 		$202K Buy
+1,250
New +$193K 0.02% 184

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lyell Wealth Management's TEL Position: Q2 2026 in Review

Lyell Wealth Management reduced its TE Connectivity (TEL) stake by 0.16% in Q2 2026, selling an estimated $2.13K and leaving 6,371 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #119.

Lyell Wealth Management first reported a position in TEL in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Lyell Wealth Management held 6,371 shares of TE Connectivity worth $1.28M as of Q2 2026.
  • Lyell Wealth Management sold 10 TE Connectivity shares in Q2 2026, an estimated $2.13K.
  • TE Connectivity made up 0.08% of Lyell Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Lyell Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 11 quarters since.
  • Lyell Wealth Management's TE Connectivity position peaked at $1.45M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.