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Accretive Wealth Partners’s Eli Lilly LLY Stock Holding History

Accretive Wealth Partners’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 		$290K Buy
242
+20
+9% +$20.4K 0.07% 146
2026
Q1 		$204K Hold
222
– – 0.06% 169
2025
Q4 		$239K Buy
+222
New +$212K 0.07% 142

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accretive Wealth Partners's LLY Position: Q2 2026 in Review

Accretive Wealth Partners increased its Eli Lilly (LLY) stake by 9% in Q2 2026, buying an estimated $20.4K and bringing the position to 242 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #146.

Accretive Wealth Partners first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Accretive Wealth Partners held 242 shares of Eli Lilly worth $290K as of Q2 2026.
  • Accretive Wealth Partners bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Accretive Wealth Partners first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.