State Street’s Lyell Immunopharma LYEL Stock Holding History

State Street’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 Q2	$2.6M	Buy	185,322 +112,800	+156%	+$2.04M	﹤0.01%	3252
2026 Q1	$1.45M	Buy	72,522 +21,050	+41%	+$492K	﹤0.01%	3394
2025 Q4	$1.58M	Buy	51,472 +17,720	+53%	+$397K	﹤0.01%	3412
2025 Q3	$548K	Sell	33,752 -95	-0.3%	-$1.08K	﹤0.01%	3643
2025 Q2	$299K	Sell	33,847 -151,275	-82%	-$1.38M	﹤0.01%	3728
2025 Q1	$1.99M	Sell	185,122 -2,312	-1%	-$28.3K	﹤0.01%	3249
2024 Q4	$2.4M	Sell	187,434 -7,044	-4%	-$140K	﹤0.01%	3260
2024 Q3	$5.37M	Buy	194,478 +3,562	+2%	+$105K	﹤0.01%	2935
2024 Q2	$5.54M	Buy	190,916 +5,018	+3%	+$239K	﹤0.01%	2882
2024 Q1	$8.29M	Buy	185,898 +8,944	+5%	+$383K	﹤0.01%	2690
2023 Q4	$6.87M	Sell	176,954 -163,567	-48%	-$5.89M	﹤0.01%	2784
2023 Q3	$10M	Buy	340,521 +31,959	+10%	+$1.52M	﹤0.01%	2598
2023 Q2	$19.6M	Sell	308,562 -87,501	-22%	-$4.84M	﹤0.01%	2257
2023 Q1	$18.7M	Sell	396,063 -41,458	-9%	-$2.22M	﹤0.01%	2272
2022 Q4	$30.4M	Buy	437,521 +168,529	+63%	+$16.7M	﹤0.01%	1958
2022 Q3	$39.4M	Buy	268,992 +139,196	+107%	+$18.8M	﹤0.01%	1769
2022 Q2	$16.9M	Buy	129,796 +35,250	+37%	+$3.6M	﹤0.01%	2370
2022 Q1	$9.55M	Buy	94,546 +73,587	+351%	+$8.92M	﹤0.01%	2857
2021 Q4	$3.24M	Buy	20,959 +6,769	+48%	+$1.51M	﹤0.01%	3453
2021 Q3	$4.2M	Buy	+14,190	New	+$4.25M	﹤0.01%	3327

Other funds holding LYEL

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

GSK plc London $602M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

FCMV

Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

State Street's LYEL Position: Q2 2026 in Review

State Street increased its Lyell Immunopharma (LYEL) stake by 156% in Q2 2026, buying an estimated $2.04M and bringing the position to 185,322 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

State Street first reported a position in LYEL in Q3 2021 and has held it in 20 quarters since. The position peaked at $39.4M in Q3 2022. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

State Street held 185,322 shares of Lyell Immunopharma worth $2.6M as of Q2 2026.
State Street bought 112,800 Lyell Immunopharma shares in Q2 2026, an estimated $2.04M.
Lyell Immunopharma made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3252 holding.
State Street first reported a position in Lyell Immunopharma in Q3 2021 and has held it in 20 quarters since.
State Street's Lyell Immunopharma position peaked at $39.4M in Q3 2022.
87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.