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Allied Private Wealth’s Eli Lilly LLY Stock Holding History

Allied 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 		$974K Buy
+800
New +$817K 0.62% 32

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

Allied Private Wealth's LLY Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Eli Lilly (LLY) in Q2 2026: 800 shares worth $974K. The stake represents 0.62% of the portfolio and ranks #32 among its holdings.

4,617 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Allied Private Wealth held 800 shares of Eli Lilly worth $974K as of Q2 2026.
  • Eli Lilly was a new Allied Private Wealth position in Q2 2026.
  • Eli Lilly made up 0.62% of Allied Private Wealth's portfolio in Q2 2026, its #32 holding.
  • 4,617 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.