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BlackDiamond Wealth Management’s Eli Lilly LLY Stock Holding History

BlackDiamond 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 		$1.49M Sell
1,209
-45
-4% -$46K 0.6% 45
2026
Q1 		$1.15M Buy
1,254
+53
+4% +$53.7K 0.55% 47
2025
Q4 		$1.25M Buy
1,201
+54
+5% +$51.6K 0.61% 44
2025
Q3 		$875K Buy
1,147
+45
+4% +$33.5K 0.48% 49
2025
Q2 		$855K Sell
1,102
-51
-4% -$39.6K 0.49% 44
2025
Q1 		$847K Buy
1,153
+180
+18% +$150K 0.57% 42
2024
Q4 		$751K Sell
973
-138
-12% -$114K 0.43% 50
2024
Q3 		$910K Buy
1,111
+115
+12% +$103K 0.55% 46
2024
Q2 		$842K Buy
996
+206
+26% +$165K 0.55% 45
2024
Q1 		$615K Buy
790
+21
+3% +$14.9K 0.44% 57
2023
Q4 		$543K Buy
769
+37
+5% +$21.6K 0.4% 58
2023
Q3 		$414K Sell
732
-22
-3% -$11.3K 0.37% 65
2023
Q2 		$345K Buy
754
+98
+15% +$41.1K 0.29% 81
2023
Q1 		$252K Sell
656
-7
-1% -$2.36K 0.26% 93
2022
Q4 		$234K Buy
+663
New +$235K 0.27% 95

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

BlackDiamond Wealth Management's LLY Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Eli Lilly (LLY) stake by 3.6% in Q2 2026, selling an estimated $46K and leaving 1,209 shares worth $1.49M. The position accounts for 0.6% of the portfolio, ranked #45.

BlackDiamond Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BlackDiamond Wealth Management held 1,209 shares of Eli Lilly worth $1.49M as of Q2 2026.
  • BlackDiamond Wealth Management sold 45 Eli Lilly shares in Q2 2026, an estimated $46K.
  • Eli Lilly made up 0.6% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #45 holding.
  • BlackDiamond Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.