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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muhlenkamp & Co's LYB Position: Q1 2026 in Review

Muhlenkamp & Co increased its LyondellBasell Industries (LYB) stake by 0.72% in Q1 2026, buying an estimated $79.4K and bringing the position to 187,159 shares worth $15.1M. The position accounts for 3.97% of the portfolio, ranked #11.

Muhlenkamp & Co first reported a position in LYB in Q2 2016 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Muhlenkamp & Co held 187,159 shares of LyondellBasell Industries worth $15.1M as of Q1 2026.
Muhlenkamp & Co bought 1,338 LyondellBasell Industries shares in Q1 2026, an estimated $79.4K.
LyondellBasell Industries made up 3.97% of Muhlenkamp & Co's portfolio in Q1 2026, its #11 holding.
Muhlenkamp & Co first reported a position in LyondellBasell Industries in Q2 2016 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Muhlenkamp & Co's 13F filing for Q1 2026, filed 6 May 2026.