Morgan Stanley
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Morgan Stanley’s Lyell Immunopharma LYEL Stock Holding History

Morgan Stanley’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Buy
56,151
+13,202
+31% +$309K ﹤0.01% 5072
2025
Q4 		$1.32M Buy
42,949
+5,929
+16% +$133K ﹤0.01% 5044
2025
Q3 		$601K Buy
37,020
+11,322
+44% +$129K ﹤0.01% 5430
2025
Q2 		$227K Sell
25,698
-17,622
-41% -$161K ﹤0.01% 5801
2025
Q1 		$466K Sell
43,320
-17,394
-29% -$213K ﹤0.01% 5360
2024
Q4 		$777K Sell
60,714
-25,681
-30% -$509K ﹤0.01% 5216
2024
Q3 		$2.38M Buy
86,395
+63,857
+283% +$1.88M ﹤0.01% 4519
2024
Q2 		$654K Sell
22,538
-4,730
-17% -$225K ﹤0.01% 5171
2024
Q1 		$1.22M Sell
27,268
-27,492
-50% -$1.18M ﹤0.01% 4861
2023
Q4 		$2.12M Buy
54,760
+42,013
+330% +$1.51M ﹤0.01% 4889
2023
Q3 		$375K Sell
12,747
-4,829
-27% -$229K ﹤0.01% 5301
2023
Q2 		$1.12M Buy
17,576
+5,292
+43% +$293K ﹤0.01% 4769
2023
Q1 		$580K Buy
12,284
+1,340
+12% +$71.7K ﹤0.01% 5168
2022
Q4 		$760K Sell
10,944
-9,810
-47% -$974K ﹤0.01% 5017
2022
Q3 		$3.04M Buy
20,754
+9,909
+91% +$1.34M ﹤0.01% 4102
2022
Q2 		$1.42M Sell
10,845
-7,057
-39% -$721K ﹤0.01% 4774
2022
Q1 		$1.81M Sell
17,902
-32,185
-64% -$3.9M ﹤0.01% 4589
2021
Q4 		$7.75M Buy
50,087
+23,137
+86% +$5.16M ﹤0.01% 3231
2021
Q3 		$7.98M Sell
26,950
-55,392
-67% -$16.6M ﹤0.01% 3164
2021
Q2 		$26.7M Buy
+82,342
New +$27M ﹤0.01% 1852

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's LYEL Position: Q1 2026 in Review

Morgan Stanley increased its Lyell Immunopharma (LYEL) stake by 31% in Q1 2026, buying an estimated $309K and bringing the position to 56,151 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #5072.

Morgan Stanley first reported a position in LYEL in Q2 2021 and has held it in 20 quarters since. The position peaked at $26.7M in Q2 2021. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Morgan Stanley held 56,151 shares of Lyell Immunopharma worth $1.13M as of Q1 2026.
  • Morgan Stanley bought 13,202 Lyell Immunopharma shares in Q1 2026, an estimated $309K.
  • Lyell Immunopharma made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5072 holding.
  • Morgan Stanley first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Lyell Immunopharma position peaked at $26.7M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.