BWS
LLY icon

Buck Wealth Strategies’s Eli Lilly LLY Stock Holding History

Buck Wealth Strategies’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 		$791K Buy
660
+165
+33% +$169K 0.08% 101
2026
Q1 		$455K Sell
495
-20
-4% -$20.3K 0.06% 108
2025
Q4 		$553K Buy
515
+191
+59% +$183K 0.07% 99
2025
Q3 		$247K Buy
+324
New +$241K 0.03% 157
2023
Q4 		– Sell
-10
Closed -$5.62K – 231
2023
Q3 		$5.62K Hold
10
– – ﹤0.01% 232
2023
Q2 		$4.9K Hold
10
– – ﹤0.01% 188
2023
Q1 		$3.58K Buy
+10
New +$3.37K ﹤0.01% 145

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's LLY Position: Q2 2026 in Review

Buck Wealth Strategies increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $169K and bringing the position to 660 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #101.

Buck Wealth Strategies first reported a position in LLY in Q1 2023 and has held it in 7 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Buck Wealth Strategies held 660 shares of Eli Lilly worth $791K as of Q2 2026.
  • Buck Wealth Strategies bought 165 Eli Lilly shares in Q2 2026, an estimated $169K.
  • Eli Lilly made up 0.08% of Buck Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Buck Wealth Strategies first reported a position in Eli Lilly in Q1 2023 and has held it in 7 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.