Lyell Wealth Management, LP
- SEC CIK
- 0001686444
- Latest filing
- Aug 5, 2026
TEX holding history
Terex 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.
TEX overviewAll 13F holders of TEXFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q3 2025 | 4,000 | $205.2K | <0.1% | +4,000 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q3 2024 | 4,000 | $211.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,000 | $219.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4,000 | $257.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 4,000 | $229.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 4,000 | $230.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 4,000 | $239.3K | <0.1% | +4,000 | New | Holders |