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 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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lyell Wealth Management held its TE Connectivity (TEL) position steady in Q1 2026 at 6,381 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #104.

Lyell Wealth Management first reported a position in TEL in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

Lyell Wealth Management held 6,381 shares of TE Connectivity worth $1.33M as of Q1 2026.
Lyell Wealth Management left its TE Connectivity share count unchanged in Q1 2026.
TE Connectivity made up 0.1% of Lyell Wealth Management's portfolio in Q1 2026, its #104 holding.
Lyell Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 10 quarters since.
Lyell Wealth Management's TE Connectivity position peaked at $1.45M in Q4 2025.
1,272 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

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