55 North Private Wealth’s Eli Lilly LLY Stock Holding History

55 North Private Wealth’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Buy	1,257 +366	+41%	+$374K	0.3%	46
2026 Q1	$820K	Sell	891 -79	-8%	-$80.1K	0.21%	53
2025 Q4	$1.04M	Buy	+970	New	+$927K	0.27%	42

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

55 North Private Wealth's LLY Position: Q2 2026 in Review

55 North Private Wealth increased its Eli Lilly (LLY) stake by 41% in Q2 2026, buying an estimated $374K and bringing the position to 1,257 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #46.

55 North Private Wealth first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

55 North Private Wealth held 1,257 shares of Eli Lilly worth $1.51M as of Q2 2026.
55 North Private Wealth bought 366 Eli Lilly shares in Q2 2026, an estimated $374K.
Eli Lilly made up 0.3% of 55 North Private Wealth's portfolio in Q2 2026, its #46 holding.
55 North Private Wealth first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.