Walled Lake Planning & Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Walled Lake Planning & 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
2025 Q3	–	Sell	-40,834	Closed	-$2.36M	–	148
2025 Q2	$2.36M	Buy	40,834 +300	+0.7%	+$17.5K	0.77%	37
2025 Q1	$2.85M	Sell	40,534 -370	-0.9%	-$27.8K	1.01%	34
2024 Q4	$3.04M	Buy	+40,904	New	+$3.44M	1.13%	30
2020 Q2	–	Sell	-59	Closed	-$3K	–	356
2020 Q1	$3K	Hold	59	–	–	﹤0.01%	261
2019 Q4	$6K	Buy	+59	New	+$5.41K	﹤0.01%	227

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LYB Position: Q3 2025 in Review

Walled Lake Planning & Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 40,834 shares — an estimated $2.36M sold.

Walled Lake Planning & Wealth Management first reported a position in LYB in Q4 2019 and held it in 5 quarters. The position peaked at $3.04M in Q4 2024. 815 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

Walled Lake Planning & Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 40,834 LyondellBasell Industries shares in Q3 2025, an estimated $2.36M.
Walled Lake Planning & Wealth Management first reported a position in LyondellBasell Industries in Q4 2019 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's LyondellBasell Industries position peaked at $3.04M in Q4 2024.
815 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.