Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CMA holding history

Comerica Inc 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of CMA by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−4,000−100.0%	Sold out	Holders
Q2 2025	4,000	$238.6K	<0.1%	−17,176−81.1%	Reduced	Holders
Q1 2025	21,176	$1.25M	0.1%	+21,176	New	Holders