Balanced Wealth Group’s Eli Lilly LLY Stock Holding History

Balanced Wealth Group’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	$361K	Sell	301 -10	-3%	-$10.2K	0.11%	60
2026 Q1	$286K	Sell	311 -195	-39%	-$198K	0.1%	64
2025 Q4	$417K	Buy	506 +1	+0.2%	+$956	0.15%	51
2025 Q3	$392K	Hold	505	–	–	0.17%	49
2025 Q2	$374K	Hold	505	–	–	0.16%	50
2025 Q1	$417K	Buy	505 +1	+0.2%	+$832	0.2%	47
2024 Q4	$409K	Sell	504 -32	-6%	-$26.5K	0.18%	49
2024 Q3	$475K	Hold	536	–	–	0.21%	46
2024 Q2	$490K	Sell	536 -176	-25%	-$141K	0.22%	49
2024 Q1	$550K	Sell	712 -66	-8%	-$47K	0.24%	43
2023 Q4	$454K	Buy	+778	New	+$454K	0.24%	46

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

Balanced Wealth Group's LLY Position: Q2 2026 in Review

Balanced Wealth Group reduced its Eli Lilly (LLY) stake by 3.2% in Q2 2026, selling an estimated $10.2K and leaving 301 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #60.

Balanced Wealth Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $550K in Q1 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Balanced Wealth Group held 301 shares of Eli Lilly worth $361K as of Q2 2026.
Balanced Wealth Group sold 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.11% of Balanced Wealth Group's portfolio in Q2 2026, its #60 holding.
Balanced Wealth Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's Eli Lilly position peaked at $550K in Q1 2024.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.