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Ball & Co Wealth Management’s Eli Lilly LLY Stock Holding History

Ball & Co Wealth Management’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 		$6K Hold
5
– – ﹤0.01% 56
2026
Q1 		$4K Hold
5
– – ﹤0.01% 65
2025
Q4 		$5K Hold
5
– – ﹤0.01% 61
2025
Q3 		$3K Hold
5
– – ﹤0.01% 72
2025
Q2 		$3K Hold
5
– – ﹤0.01% 57
2025
Q1 		$4K Hold
5
– – ﹤0.01% 51
2024
Q4 		$3K Buy
+5
New +$4.14K ﹤0.01% 58

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

Ball & Co Wealth Management's LLY Position: Q2 2026 in Review

Ball & Co Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 5 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

Ball & Co Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ball & Co Wealth Management held 5 shares of Eli Lilly worth $6K as of Q2 2026.
  • Ball & Co Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Ball & Co Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.