Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley 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.

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

Shares (Q2 2026): 111,062
Value: $23.2M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of MS by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	111,062	$23.2M	1.4%	+1,066+1.0%	Added	Holders
Q1 2026	109,996	$18.1M	1.3%	+234+0.2%	Added	Holders
Q4 2025	109,762	$19.5M	1.4%	+964+0.9%	Added	Holders
Q3 2025	108,798	$17.3M	1.3%	+518+0.5%	Added	Holders
Q2 2025	108,280	$15.3M	1.2%	+4,909+4.7%	Added	Holders
Q1 2025	103,371	$12.1M	1.1%	+7,071+7.3%	Added	Holders
Q4 2024	96,300	$12.1M	1.1%	+1,159+1.2%	Added	Holders
Q3 2024	95,141	$9.92M	0.9%	+3,617+4.0%	Added	Holders
Q2 2024	91,524	$8.90M	0.8%	+7,270+8.6%	Added	Holders
Q1 2024	84,254	$7.93M	0.8%	+5,140+6.5%	Added	Holders
Q4 2023	79,114	$7.38M	0.8%	+5,772+7.9%	Added	Holders
Q3 2023	73,342	$5.99M	0.8%	−1,192−1.6%	Reduced	Holders
Q2 2023	74,534	$6.37M	0.8%	+4,411+6.3%	Added	Holders
Q1 2023	70,123	$6.16M	0.9%	+4,639+7.1%	Added	Holders
Q4 2022	65,484	$5.57M	0.9%	−714−1.1%	Reduced	Holders
Q3 2022	66,198	$5.23M	0.9%	+1,790+2.8%	Added	Holders
Q2 2022	64,408	$4.90M	0.8%	−495−0.8%	Reduced	Holders
Q1 2022	64,903	$5.67M	0.7%	+38,959+150.2%	Added	Holders
Q4 2021	25,944	$2.55M	0.3%	+14,790+132.6%	Added	Holders
Q3 2021	11,154	$1.08M	0.1%	00.0%	Unchanged	Holders
Q2 2021	11,154	$1.02M	0.1%	+240+2.2%	Added	Holders
Q1 2021	10,914	$848.0K	0.1%	–	–	Holders

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