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Blodgett Wealth Advisors’s Eli Lilly LLY Stock Holding History

Blodgett Wealth Advisors’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 		$4.53M Buy
3,779
+20
+0.5% +$20.4K 3.04% 7
2026
Q1 		$3.46M Sell
3,759
-438
-10% -$444K 2.74% 9
2025
Q4 		$4.51M Sell
4,197
-255
-6% -$244K 3.15% 7
2025
Q3 		$3.4M Sell
4,452
-155
-3% -$115K 2.34% 10
2025
Q2 		$3.59M Sell
4,607
-415
-8% -$322K 2.81% 8
2025
Q1 		$4.15M Sell
5,022
-125
-2% -$104K 3.53% 7
2024
Q4 		$3.97M Buy
5,147
+782
+18% +$648K 3.12% 8
2024
Q3 		$3.87M Buy
4,365
+35
+0.8% +$31.5K 3.25% 7
2024
Q2 		$3.92M Buy
4,330
+2
+0% +$1.6K 3.32% 7
2024
Q1 		$3.37M Buy
4,328
+879
+25% +$626K 3.04% 7
2023
Q4 		$2.01M Sell
3,449
-30
-0.9% -$17.5K 2.05% 8
2023
Q3 		$1.87M Sell
3,479
-105
-3% -$54.1K 2.05% 9
2023
Q2 		$1.68M Sell
3,584
-283
-7% -$119K 1.74% 14
2023
Q1 		$1.33M Hold
3,867
– – 1.54% 18
2022
Q4 		$1.41M Hold
3,867
– – 1.72% 16
2022
Q3 		$1.25M Buy
3,867
+250
+7% +$79.2K 1.5% 18
2022
Q2 		$1.17M Sell
3,617
-800
-18% -$240K 1.29% 21
2022
Q1 		$1.26M Buy
4,417
+180
+4% +$46.3K 1.05% 24
2021
Q4 		$1.17M Buy
+4,237
New +$1.07M 0.91% 27

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

Blodgett Wealth Advisors's LLY Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Eli Lilly (LLY) stake by 0.53% in Q2 2026, buying an estimated $20.4K and bringing the position to 3,779 shares worth $4.53M. The position accounts for 3.04% of the portfolio, ranked #7.

Blodgett Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Blodgett Wealth Advisors held 3,779 shares of Eli Lilly worth $4.53M as of Q2 2026.
  • Blodgett Wealth Advisors bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 3.04% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Blodgett Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.