Terex Corporation shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Terex Corporation (TEX) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Terex Corporation
Tip: Access up to 7 years of quarterly data
All positions including Terex Corporation held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Terex Corporation by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 4.0k | 51.30 |
| 2024-09-30 | $212k | 4.0k | 52.91 |
| 2024-06-30 | $219k | 4.0k | 54.84 |
| 2024-03-31 | $258k | 4.0k | 64.40 |
| 2023-12-31 | $230k | 4.0k | 57.46 |
| 2023-09-30 | $231k | 4.0k | 57.62 |
| 2023-06-30 | $239k | 4.0k | 59.83 |