Lyell Wealth Management, LP
- SEC CIK
- 0001686444
- Latest filing
- Aug 5, 2026
INTU holding history
Intuit 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.
INTU overviewAll 13F holders of INTUFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,838
- Value
- $5.70M
- % of portfolio
- 0.3%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,838 | $5.70M | 0.3% | −6,994−24.3% | Reduced | Holders |
| Q1 2026 | 28,832 | $12.5M | 0.9% | −4,194−12.7% | Reduced | Holders |
| Q4 2025 | 33,026 | $21.9M | 1.6% | −58−0.2% | Reduced | Holders |
| Q3 2025 | 33,084 | $22.6M | 1.7% | +1,409+4.4% | Added | Holders |
| Q2 2025 | 31,675 | $24.9M | 2.0% | +240+0.8% | Added | Holders |
| Q1 2025 | 31,435 | $19.3M | 1.8% | +201+0.6% | Added | Holders |
| Q4 2024 | 31,234 | $19.6M | 1.8% | +501+1.6% | Added | Holders |
| Q3 2024 | 30,733 | $19.1M | 1.7% | +48+0.2% | Added | Holders |
| Q2 2024 | 30,685 | $20.2M | 1.9% | +1,285+4.4% | Added | Holders |
| Q1 2024 | 29,400 | $19.1M | 1.9% | −261−0.9% | Reduced | Holders |
| Q4 2023 | 29,661 | $18.5M | 2.1% | −1,229−4.0% | Reduced | Holders |
| Q3 2023 | 30,890 | $15.8M | 2.1% | −40−0.1% | Reduced | Holders |
| Q2 2023 | 30,930 | $14.2M | 1.8% | +138+0.4% | Added | Holders |
| Q1 2023 | 30,792 | $13.7M | 1.9% | −2,019−6.2% | Reduced | Holders |
| Q4 2022 | 32,811 | $12.8M | 2.0% | −749−2.2% | Reduced | Holders |
| Q3 2022 | 33,560 | $13.0M | 2.2% | +118+0.4% | Added | Holders |
| Q2 2022 | 33,442 | $12.9M | 2.1% | +38+0.1% | Added | Holders |
| Q1 2022 | 33,404 | $16.1M | 2.1% | −1,815−5.2% | Reduced | Holders |
| Q4 2021 | 35,219 | $22.7M | 2.6% | +331+0.9% | Added | Holders |
| Q3 2021 | 34,888 | $18.8M | 2.3% | −417−1.2% | Reduced | Holders |
| Q2 2021 | 35,305 | $17.3M | 2.1% | +566+1.6% | Added | Holders |
| Q1 2021 | 34,739 | $13.3M | 1.9% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.