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Lyell Wealth Management’s Terex TEX Stock Holding History

Lyell Wealth Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,000
Closed -$205K – 218
2025
Q3 		$205K Buy
+4,000
New +$204K 0.02% 206
2024
Q4 		– Sell
-4,000
Closed -$212K – 207
2024
Q3 		$212K Hold
4,000
– – 0.02% 200
2024
Q2 		$219K Hold
4,000
– – 0.02% 191
2024
Q1 		$258K Hold
4,000
– – 0.03% 175
2023
Q4 		$230K Hold
4,000
– – 0.03% 178
2023
Q3 		$230K Hold
4,000
– – 0.03% 169
2023
Q2 		$239K Buy
+4,000
New +$198K 0.03% 170

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's TEX Position: Q4 2025 in Review

Lyell Wealth Management sold out of Terex (TEX) in Q4 2025, closing a stake of 4,000 shares — an estimated $205K sold.

Lyell Wealth Management first reported a position in TEX in Q2 2023 and held it in 7 quarters. The position peaked at $258K in Q1 2024. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Lyell Wealth Management reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 4,000 Terex shares in Q4 2025, an estimated $205K.
  • Lyell Wealth Management first reported a position in Terex in Q2 2023 and held it in 7 quarters.
  • Lyell Wealth Management's Terex position peaked at $258K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Lyell Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.