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Lyell Wealth Management’s Twilio TWLO Stock Holding History

Lyell Wealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,203
Closed -$321K – 220
2025
Q3 		$321K Sell
3,203
-265
-8% -$29.8K 0.02% 178
2025
Q2 		$431K Sell
3,468
-450
-11% -$47.8K 0.03% 154
2025
Q1 		$384K Sell
3,918
-1,416
-27% -$168K 0.04% 157
2024
Q4 		$576K Sell
5,334
-513
-9% -$46.9K 0.05% 137
2024
Q3 		$381K Sell
5,847
-420
-7% -$25.1K 0.03% 162
2024
Q2 		$356K Sell
6,267
-669
-10% -$39.5K 0.03% 153
2024
Q1 		$424K Buy
6,936
+280
+4% +$18.4K 0.04% 144
2023
Q4 		$505K Buy
6,656
+2,653
+66% +$165K 0.06% 135
2023
Q3 		$234K Sell
4,003
-988
-20% -$61.6K 0.03% 165
2023
Q2 		$318K Sell
4,991
-5,800
-54% -$342K 0.04% 156
2023
Q1 		$719K Sell
10,791
-1,196
-10% -$73.8K 0.1% 125
2022
Q4 		$587K Sell
11,987
-29,411
-71% -$1.67M 0.09% 130
2022
Q3 		$2.86M Sell
41,398
-1,461
-3% -$117K 0.49% 72
2022
Q2 		$3.59M Buy
42,859
+461
+1% +$51.6K 0.59% 64
2022
Q1 		$6.99M Buy
42,398
+192
+0.5% +$35K 0.9% 37
2021
Q4 		$11.1M Buy
42,206
+3,493
+9% +$1.04M 1.27% 28
2021
Q3 		$12.4M Buy
38,713
+1,036
+3% +$377K 1.5% 24
2021
Q2 		$14.9M Sell
37,677
-1,148
-3% -$399K 1.84% 12
2021
Q1 		$13.2M Sell
38,825
-1,745
-4% -$654K 1.93% 10
2020
Q4 		$13.7M Buy
40,570
+144
+0.4% +$45K 2.19% 7
2020
Q3 		$9.99M Buy
40,426
+291
+0.7% +$71.7K 1.87% 16
2020
Q2 		$8.81M Buy
40,135
+14,076
+54% +$2.26M 1.93% 14
2020
Q1 		$2.33M Buy
26,059
+11,824
+83% +$1.3M 0.7% 56
2019
Q4 		$1.4M Buy
+14,235
New +$1.45M 0.37% 65

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lyell Wealth Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 3,203 shares — an estimated $321K sold.

Lyell Wealth Management first reported a position in TWLO in Q4 2019 and held it in 24 quarters. The position peaked at $14.9M in Q2 2021. 869 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Lyell Wealth Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 3,203 Twilio shares in Q4 2025, an estimated $321K.
  • Lyell Wealth Management first reported a position in Twilio in Q4 2019 and held it in 24 quarters.
  • Lyell Wealth Management's Twilio position peaked at $14.9M in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

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