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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

NWL holding history

Newell Brands 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.

NWL overviewAll 13F holders of NWLFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of NWL by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−11,935−100.0%Sold outHolders
Q1 202311,935$148.5K<0.1%−45,821−79.3%ReducedHolders
Q4 202257,756$755.4K0.1%−85,113−59.6%ReducedHolders
Q3 2022142,869$1.98M0.3%−10,532−6.9%ReducedHolders
Q2 2022153,401$2.92M0.5%+1,400+0.9%AddedHolders
Q1 2022152,001$3.25M0.4%+35,975+31.0%AddedHolders
Q4 2021116,026$2.53M0.3%−26,766−18.7%ReducedHolders
Q3 2021142,792$3.16M0.4%+10,209+7.7%AddedHolders
Q2 2021132,583$3.64M0.5%+32,715+32.8%AddedHolders
Q1 202199,868$2.67M0.4%––Holders

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