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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of BA by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,443−100.0%Sold outHolders
Q1 20242,443$471.5K<0.1%−3,897−61.5%ReducedHolders
Q4 20236,340$1.65M0.2%−794−11.1%ReducedHolders
Q3 20237,134$1.37M0.2%−832−10.4%ReducedHolders
Q2 20237,966$1.68M0.2%−1,002−11.2%ReducedHolders
Q1 20238,968$1.91M0.3%−1,574−14.9%ReducedHolders
Q4 202210,542$2.01M0.3%−90−0.8%ReducedHolders
Q3 202210,632$1.29M0.2%−136−1.3%ReducedHolders
Q2 202210,768$1.47M0.2%−781−6.8%ReducedHolders
Q1 202211,549$2.21M0.3%−1,217−9.5%ReducedHolders
Q4 202112,766$2.57M0.3%−4,322−25.3%ReducedHolders
Q3 202117,088$3.76M0.5%−3,567−17.3%ReducedHolders
Q2 202120,655$4.95M0.6%+1,965+10.5%AddedHolders
Q1 202118,690$4.76M0.7%––Holders

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