Old North State Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Old North State Wealth Management’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	$6.24M	Sell	118,499 -875	-0.7%	-$60.4K	2.67%	10
2026 Q1	$9.62M	Buy	119,374 +2,648	+2%	+$157K	4.45%	2
2025 Q4	$5.06M	Buy	116,726 +38,057	+48%	+$1.72M	2.38%	12
2025 Q3	$3.86M	Buy	78,669 +32,992	+72%	+$1.86M	1.81%	20
2025 Q2	$2.65M	Buy	45,677 +6,460	+16%	+$377K	1.38%	26
2025 Q1	$2.77M	Buy	39,217 +6,549	+20%	+$493K	1.54%	24
2024 Q4	$2.43M	Buy	32,668 +4,473	+16%	+$376K	1.37%	28
2024 Q3	$2.71M	Buy	28,195 +1,998	+8%	+$191K	1.52%	27
2024 Q2	$2.51M	Buy	26,197 +22,233	+561%	+$2.21M	1.65%	24
2024 Q1	$406K	Buy	3,964 +641	+19%	+$62.4K	0.27%	58
2023 Q4	$316K	Buy	3,323 +1,072	+48%	+$100K	0.23%	62
2023 Q3	$214K	Buy	+2,251	New	+$216K	0.19%	68

Other funds holding LYB

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SAM

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Old North State Wealth Management's LYB Position: Q2 2026 in Review

Old North State Wealth Management reduced its LyondellBasell Industries (LYB) stake by 0.73% in Q2 2026, selling an estimated $60.4K and leaving 118,499 shares worth $6.24M. The position accounts for 2.67% of the portfolio, ranked #10.

Old North State Wealth Management first reported a position in LYB in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.62M in Q1 2026. 100 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Old North State Wealth Management held 118,499 shares of LyondellBasell Industries worth $6.24M as of Q2 2026.
Old North State Wealth Management sold 875 LyondellBasell Industries shares in Q2 2026, an estimated $60.4K.
LyondellBasell Industries made up 2.67% of Old North State Wealth Management's portfolio in Q2 2026, its #10 holding.
Old North State Wealth Management first reported a position in LyondellBasell Industries in Q3 2023 and has held it in 12 quarters since.
Old North State Wealth Management's LyondellBasell Industries position peaked at $9.62M in Q1 2026.
100 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.