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Muhlenkamp & Co’s LyondellBasell Industries LYB Stock Holding History

Muhlenkamp & Co’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.89M Buy
187,920
+761
+0.4% +$52.5K 2.87% 18
2026
Q1 		$15.1M Buy
187,159
+1,338
+0.7% +$79.4K 3.97% 11
2025
Q4 		$8.05M Buy
185,821
+1,746
+0.9% +$79.1K 2.16% 22
2025
Q3 		$9.03M Buy
+184,075
New +$10.4M 2.45% 19
2017
Q4 		– Sell
-2,900
Closed -$287K – 76
2017
Q3 		$287K Hold
2,900
– – 0.09% 61
2017
Q2 		$245K Hold
2,900
– – 0.08% 65
2017
Q1 		$264K Buy
2,900
+300
+12% +$27.4K 0.08% 69
2016
Q4 		$223K Sell
2,600
-400
-13% -$33.6K 0.07% 72
2016
Q3 		$242K Hold
3,000
– – 0.09% 50
2016
Q2 		$223K Buy
+3,000
New +$248K 0.09% 49

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Muhlenkamp & Co's LYB Position: Q2 2026 in Review

Muhlenkamp & Co increased its LyondellBasell Industries (LYB) stake by 0.41% in Q2 2026, buying an estimated $52.5K and bringing the position to 187,920 shares worth $9.89M. The position accounts for 2.87% of the portfolio, ranked #18.

Muhlenkamp & Co first reported a position in LYB in Q2 2016 and has held it in 10 quarters since. The position peaked at $15.1M in Q1 2026. 882 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Muhlenkamp & Co held 187,920 shares of LyondellBasell Industries worth $9.89M as of Q2 2026.
  • Muhlenkamp & Co bought 761 LyondellBasell Industries shares in Q2 2026, an estimated $52.5K.
  • LyondellBasell Industries made up 2.87% of Muhlenkamp & Co's portfolio in Q2 2026, its #18 holding.
  • Muhlenkamp & Co first reported a position in LyondellBasell Industries in Q2 2016 and has held it in 10 quarters since.
  • Muhlenkamp & Co's LyondellBasell Industries position peaked at $15.1M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.