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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

SYY holding history

Sysco 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.

SYY overviewAll 13F holders of SYYFull 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 SYY by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−4,800−100.0%Sold outHolders
Q1 20234,800$370.7K0.1%−200−4.0%ReducedHolders
Q4 20225,000$382.3K0.1%00.0%UnchangedHolders
Q3 20225,000$354.0K0.1%−35−0.7%ReducedHolders
Q2 20225,035$429.0K0.1%+20+0.4%AddedHolders
Q1 20225,015$412.0K0.1%+30+0.6%AddedHolders
Q4 20214,985$392.0K<0.1%−154−3.0%ReducedHolders
Q3 20215,139$406.0K<0.1%00.0%UnchangedHolders
Q2 20215,139$400.0K<0.1%−236−4.4%ReducedHolders
Q1 20215,375$426.0K0.1%––Holders

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