Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

ABT holding history

Abbott Laboratories in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABT overview All 13F holders of ABT Full Q2 2026 holdings

Shares (Q2 2026): 56,357
Value: $5.11M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of ABT by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,357	$5.11M	0.3%	−8,144−12.6%	Reduced	Holders
Q1 2026	64,501	$6.62M	0.5%	−1,498−2.3%	Reduced	Holders
Q4 2025	65,999	$8.27M	0.6%	−657−1.0%	Reduced	Holders
Q3 2025	66,656	$8.93M	0.7%	+1,795+2.8%	Added	Holders
Q2 2025	64,861	$8.82M	0.7%	+4,733+7.9%	Added	Holders
Q1 2025	60,128	$7.98M	0.7%	+2,690+4.7%	Added	Holders
Q4 2024	57,438	$6.50M	0.6%	−272−0.5%	Reduced	Holders
Q3 2024	57,710	$6.58M	0.6%	+1,646+2.9%	Added	Holders
Q2 2024	56,064	$5.83M	0.6%	−1,067−1.9%	Reduced	Holders
Q1 2024	57,131	$6.49M	0.7%	+1,773+3.2%	Added	Holders
Q4 2023	55,358	$6.09M	0.7%	−4,635−7.7%	Reduced	Holders
Q3 2023	59,993	$5.81M	0.8%	−3,130−5.0%	Reduced	Holders
Q2 2023	63,123	$6.88M	0.9%	+863+1.4%	Added	Holders
Q1 2023	62,260	$6.30M	0.9%	−4,245−6.4%	Reduced	Holders
Q4 2022	66,505	$7.30M	1.2%	−236−0.4%	Reduced	Holders
Q3 2022	66,741	$6.46M	1.1%	+197+0.3%	Added	Holders
Q2 2022	66,544	$7.23M	1.2%	−113−0.2%	Reduced	Holders
Q1 2022	66,657	$7.89M	1.0%	+406+0.6%	Added	Holders
Q4 2021	66,251	$9.32M	1.1%	+1,401+2.2%	Added	Holders
Q3 2021	64,850	$7.66M	0.9%	+3,162+5.1%	Added	Holders
Q2 2021	61,688	$7.15M	0.9%	+6,651+12.1%	Added	Holders
Q1 2021	55,037	$6.60M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.