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Bucket List Wealth Management’s Eli Lilly LLY Stock Holding History

Bucket List 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 		$335K Sell
279
-60
-18% -$61.3K 0.17% 45
2026
Q1 		$312K Sell
339
-8
-2% -$8.11K 0.19% 41
2025
Q4 		$373K Buy
+347
New +$332K 0.22% 39

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

Bucket List Wealth Management's LLY Position: Q2 2026 in Review

Bucket List Wealth Management reduced its Eli Lilly (LLY) stake by 18% in Q2 2026, selling an estimated $61.3K and leaving 279 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #45.

Bucket List Wealth Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bucket List Wealth Management held 279 shares of Eli Lilly worth $335K as of Q2 2026.
  • Bucket List Wealth Management sold 60 Eli Lilly shares in Q2 2026, an estimated $61.3K.
  • Eli Lilly made up 0.17% of Bucket List Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Bucket List Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Bucket List Wealth Management's Eli Lilly position peaked at $373K in Q4 2025.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.