PWM
LYFT icon

Perigon Wealth Management’s Lyft LYFT Stock Holding History

Perigon Wealth Management’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,900
Closed -$502K – 1370
2025
Q4 		$502K Buy
25,900
+19
+0.1% +$395 0.01% 801
2025
Q3 		$570K Buy
+25,881
New +$433K 0.01% 689

Other funds holding LYFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Perigon Wealth Management's LYFT Position: Q1 2026 in Review

Perigon Wealth Management sold out of Lyft (LYFT) in Q1 2026, closing a stake of 25,900 shares — an estimated $502K sold.

Perigon Wealth Management first reported a position in LYFT in Q3 2025 and held it in 2 quarters. The position peaked at $570K in Q3 2025. 523 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Perigon Wealth Management reported no remaining Lyft position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 25,900 Lyft shares in Q1 2026, an estimated $502K.
  • Perigon Wealth Management first reported a position in Lyft in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Lyft position peaked at $570K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.