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Balboa Wealth Partners’s Eli Lilly LLY Stock Holding History

Balboa 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 		$1.77M Sell
1,478
-48
-3% -$49K 0.24% 71
2026
Q1 		$1.4M Buy
1,526
+143
+10% +$145K 0.24% 75
2025
Q4 		$1.49M Sell
1,383
-155
-10% -$148K 0.25% 67
2025
Q3 		$1.17M Sell
1,538
-177
-10% -$132K 0.2% 77
2025
Q2 		$1.34M Buy
1,715
+93
+6% +$72.3K 0.27% 66
2025
Q1 		$1.34M Buy
1,622
+77
+5% +$64.1K 0.32% 57
2024
Q4 		$1.19M Sell
1,545
-197
-11% -$163K 0.27% 67
2024
Q3 		$1.54M Sell
1,742
-243
-12% -$218K 0.38% 46
2024
Q2 		$1.8M Buy
1,985
+147
+8% +$118K 0.47% 35
2024
Q1 		$1.43M Buy
1,838
+736
+67% +$524K 0.42% 43
2023
Q4 		$642K Sell
1,102
-114
-9% -$66.5K 0.21% 92
2023
Q3 		$653K Sell
1,216
-434
-26% -$224K 0.25% 74
2023
Q2 		$774K Sell
1,650
-76
-4% -$31.9K 0.27% 64
2023
Q1 		$593K Sell
1,726
-59
-3% -$19.9K 0.22% 89
2022
Q4 		$653K Buy
1,785
+682
+62% +$242K 0.29% 82
2022
Q3 		$357K Buy
+1,103
New +$349K 0.16% 118

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

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

Balboa Wealth Partners reduced its Eli Lilly (LLY) stake by 3.1% in Q2 2026, selling an estimated $49K and leaving 1,478 shares worth $1.77M. The position accounts for 0.24% of the portfolio, ranked #71.

Balboa Wealth Partners first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q2 2024. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Balboa Wealth Partners held 1,478 shares of Eli Lilly worth $1.77M as of Q2 2026.
  • Balboa Wealth Partners sold 48 Eli Lilly shares in Q2 2026, an estimated $49K.
  • Eli Lilly made up 0.24% of Balboa Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Balboa Wealth Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Eli Lilly position peaked at $1.8M in Q2 2024.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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