LWM
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Lyell Wealth Management’s Veeva Systems VEEV Stock Holding History

Lyell Wealth Management’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.65M Sell
37,830
-16,759
-31% -$3.29M 0.49% 61
2025
Q4 		$12.2M Buy
54,589
+453
+0.8% +$120K 0.88% 41
2025
Q3 		$16.1M Sell
54,136
-72
-0.1% -$20.3K 1.2% 28
2025
Q2 		$15.6M Buy
54,208
+563
+1% +$140K 1.23% 23
2025
Q1 		$12.4M Buy
53,645
+119
+0.2% +$27.2K 1.16% 27
2024
Q4 		$11.3M Sell
53,526
-133
-0.2% -$29.3K 1.01% 34
2024
Q3 		$11.3M Sell
53,659
-686
-1% -$136K 1.02% 30
2024
Q2 		$9.95M Sell
54,345
-4,728
-8% -$938K 0.95% 36
2024
Q1 		$13.7M Buy
59,073
+2,180
+4% +$470K 1.39% 18
2023
Q4 		$11M Buy
56,893
+4,297
+8% +$810K 1.25% 25
2023
Q3 		$10.7M Buy
52,596
+752
+1% +$152K 1.44% 19
2023
Q2 		$10.3M Buy
51,844
+2,462
+5% +$449K 1.31% 23
2023
Q1 		$9.08M Sell
49,382
-696
-1% -$119K 1.27% 25
2022
Q4 		$8.08M Sell
50,078
-1,588
-3% -$271K 1.28% 25
2022
Q3 		$8.52M Buy
51,666
+958
+2% +$191K 1.45% 18
2022
Q2 		$10M Sell
50,708
-63
-0.1% -$11.6K 1.64% 15
2022
Q1 		$10.8M Sell
50,771
-1,501
-3% -$326K 1.39% 23
2021
Q4 		$13.4M Buy
52,272
+655
+1% +$190K 1.52% 21
2021
Q3 		$14.9M Buy
51,617
+132
+0.3% +$41.9K 1.81% 15
2021
Q2 		$16M Buy
51,485
+1,215
+2% +$339K 1.98% 11
2021
Q1 		$13.1M Buy
50,270
+455
+0.9% +$127K 1.91% 11
2020
Q4 		$13.6M Sell
49,815
-267
-0.5% -$74.8K 2.17% 8
2020
Q3 		$14.1M Sell
50,082
-106
-0.2% -$27.9K 2.64% 9
2020
Q2 		$11.8M Buy
50,188
+490
+1% +$97.2K 2.58% 8
2020
Q1 		$7.77M Buy
49,698
+2,425
+5% +$355K 2.32% 6
2019
Q4 		$6.65M Buy
47,273
+2,502
+6% +$368K 1.78% 17
2019
Q3 		$6.84M Sell
44,771
-105
-0.2% -$16.8K 2.05% 12
2019
Q2 		$7.28M Buy
44,876
+326
+0.7% +$47.5K 2.19% 8
2019
Q1 		$5.65M Buy
44,550
+1,753
+4% +$198K 1.89% 14
2018
Q4 		$3.82M Sell
42,797
-8,175
-16% -$747K 1.6% 24
2018
Q3 		$5.55M Sell
50,972
-2,100
-4% -$190K 1.87% 14
2018
Q2 		$4.08M Buy
53,072
+230
+0.4% +$17.5K 1.49% 25
2018
Q1 		$3.86M Buy
52,842
+685
+1% +$44.3K 1.43% 31
2017
Q4 		$2.88M Buy
52,157
+3,195
+7% +$188K 1.15% 37
2017
Q3 		$2.76M Buy
48,962
+11,500
+31% +$698K 1.19% 36
2017
Q2 		$2.3M Buy
37,462
+2,110
+6% +$122K 1.12% 42
2017
Q1 		$1.81M Buy
35,352
+3,407
+11% +$153K 0.98% 47
2016
Q4 		$1.3M Buy
+31,945
New +$1.3M 0.81% 52

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lyell Wealth Management reduced its Veeva Systems (VEEV) stake by 31% in Q1 2026, selling an estimated $3.29M and leaving 37,830 shares worth $6.65M. The position accounts for 0.49% of the portfolio, ranked #61.

Lyell Wealth Management first reported a position in VEEV in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.1M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Lyell Wealth Management held 37,830 shares of Veeva Systems worth $6.65M as of Q1 2026.
  • Lyell Wealth Management sold 16,759 Veeva Systems shares in Q1 2026, an estimated $3.29M.
  • Veeva Systems made up 0.49% of Lyell Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Lyell Wealth Management first reported a position in Veeva Systems in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Veeva Systems position peaked at $16.1M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

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