Blue Zone Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Buy
+175
New +$179K 0.04% 121
2026
Q1
Sell
-199
Closed -$214K 139
2025
Q4
$214K Buy
+199
New +$190K 0.04% 131
2025
Q2
Sell
-310
Closed -$256K 113
2025
Q1
$256K Buy
310
+32
+12% +$26.6K 0.07% 93
2024
Q4
$215K Buy
278
+4
+1% +$3.31K 0.06% 97
2024
Q3
$243K Buy
+274
New +$246K 0.08% 88

Other funds holding LLY

Blue Zone Wealth Advisors's LLY Position: Q2 2026 in Review

Blue Zone Wealth Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 175 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Blue Zone Wealth Advisors previously reported a position in LLY as recently as Q4 2025.

Blue Zone Wealth Advisors first reported a position in LLY in Q3 2024 and has held it in 5 quarters since. The position peaked at $256K in Q1 2025. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Blue Zone Wealth Advisors held 175 shares of Eli Lilly worth $210K as of Q2 2026.
  • Eli Lilly was a new Blue Zone Wealth Advisors position in Q2 2026.
  • Eli Lilly made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Blue Zone Wealth Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 5 quarters since.
  • Blue Zone Wealth Advisors's Eli Lilly position peaked at $256K in Q1 2025.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.