Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp 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.

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

Shares (Q2 2026): 75,268
Value: $4.29M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,268	$4.29M	0.3%	+485+0.6%	Added	Holders
Q1 2026	74,783	$3.65M	0.3%	−15,000−16.7%	Reduced	Holders
Q4 2025	89,783	$4.94M	0.4%	+745+0.8%	Added	Holders
Q3 2025	89,038	$4.59M	0.3%	−456−0.5%	Reduced	Holders
Q2 2025	89,494	$4.23M	0.3%	−823−0.9%	Reduced	Holders
Q1 2025	90,317	$3.77M	0.4%	−144−0.2%	Reduced	Holders
Q4 2024	90,461	$3.98M	0.4%	−157−0.2%	Reduced	Holders
Q3 2024	90,618	$3.60M	0.3%	−14,606−13.9%	Reduced	Holders
Q2 2024	105,224	$4.18M	0.4%	−292−0.3%	Reduced	Holders
Q1 2024	105,516	$4.00M	0.4%	−2,105−2.0%	Reduced	Holders
Q4 2023	107,621	$3.62M	0.4%	+4,607+4.5%	Added	Holders
Q3 2023	103,014	$2.82M	0.4%	−2,858−2.7%	Reduced	Holders
Q2 2023	105,872	$3.04M	0.4%	−12,454−10.5%	Reduced	Holders
Q1 2023	118,326	$3.38M	0.5%	−16,122−12.0%	Reduced	Holders
Q4 2022	134,448	$4.45M	0.7%	+1,242+0.9%	Added	Holders
Q3 2022	133,206	$4.02M	0.7%	+3,381+2.6%	Added	Holders
Q2 2022	129,825	$4.04M	0.7%	−230−0.2%	Reduced	Holders
Q1 2022	130,055	$5.36M	0.7%	+11,197+9.4%	Added	Holders
Q4 2021	118,858	$5.29M	0.6%	−61−0.1%	Reduced	Holders
Q3 2021	118,919	$5.05M	0.6%	−1,000−0.8%	Reduced	Holders
Q2 2021	119,919	$4.94M	0.6%	+16,394+15.8%	Added	Holders
Q1 2021	103,525	$4.00M	0.6%	–	–	Holders

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