Vanguard Group
LYEL icon

Vanguard Group’s Lyell Immunopharma LYEL Stock Holding History

Vanguard Group’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
2025
Q4 		$25.4M Buy
826,430
+47,426
+6% +$1.06M ﹤0.01% 2507
2025
Q3 		$12.7M Buy
779,004
+336,378
+76% +$3.84M ﹤0.01% 2846
2025
Q2 		$3.91M Sell
442,626
-44,260
-9% -$403K ﹤0.01% 3297
2025
Q1 		$5.24M Sell
486,886
-1,418
-0.3% -$17.4K ﹤0.01% 3153
2024
Q4 		$6.25M Sell
488,304
-15,270
-3% -$303K ﹤0.01% 3175
2024
Q3 		$13.9M Sell
503,574
-166,341
-25% -$4.89M ﹤0.01% 2791
2024
Q2 		$19.4M Buy
669,915
+494
+0.1% +$23.5K ﹤0.01% 2584
2024
Q1 		$29.9M Sell
669,421
-10,780
-2% -$462K ﹤0.01% 2401
2023
Q4 		$26.4M Sell
680,201
-165,285
-20% -$5.95M ﹤0.01% 2472
2023
Q3 		$24.9M Buy
845,486
+1,623
+0.2% +$77.1K ﹤0.01% 2463
2023
Q2 		$53.7M Buy
843,863
+205,907
+32% +$11.4M ﹤0.01% 2151
2023
Q1 		$30.1M Buy
637,956
+8,394
+1% +$449K ﹤0.01% 2411
2022
Q4 		$43.7M Buy
629,562
+9,231
+1% +$917K ﹤0.01% 2248
2022
Q3 		$90.9M Buy
620,331
+88,831
+17% +$12M ﹤0.01% 1844
2022
Q2 		$69.3M Buy
531,500
+92,565
+21% +$9.46M ﹤0.01% 2027
2022
Q1 		$44.3M Buy
438,935
+331,781
+310% +$40.2M ﹤0.01% 2373
2021
Q4 		$16.6M Sell
107,154
-3,487
-3% -$778K ﹤0.01% 2938
2021
Q3 		$32.7M Buy
110,641
+23,172
+26% +$6.94M ﹤0.01% 2597
2021
Q2 		$28.4M Buy
+87,469
New +$28.7M ﹤0.01% 2657

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
MCL
MWG Caph Ltd Charlestown $72.4M AUM
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group's LYEL Position: Q4 2025 in Review

Vanguard Group increased its Lyell Immunopharma (LYEL) stake by 6.1% in Q4 2025, buying an estimated $1.06M and bringing the position to 826,430 shares worth $25.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Vanguard Group first reported a position in LYEL in Q2 2021 and has held it in 19 quarters since. The position peaked at $90.9M in Q3 2022. 68 funds tracked by Wall St. Rank hold LYEL as of Q4 2025.

  • Vanguard Group held 826,430 shares of Lyell Immunopharma worth $25.4M as of Q4 2025.
  • Vanguard Group bought 47,426 Lyell Immunopharma shares in Q4 2025, an estimated $1.06M.
  • Lyell Immunopharma made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2507 holding.
  • Vanguard Group first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 19 quarters since.
  • Vanguard Group's Lyell Immunopharma position peaked at $90.9M in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.