CW
LLY icon

Channel Wealth’s Eli Lilly LLY Stock Holding History

Channel Wealth’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 		$13.4M Buy
11,143
+1,358
+14% +$1.39M 3% 8
2026
Q1 		$9M Buy
9,785
+512
+6% +$519K 2.18% 9
2025
Q4 		$9.97M Sell
9,273
-585
-6% -$559K 2.52% 7
2025
Q3 		$7.52M Sell
9,858
-359
-4% -$267K 2.01% 13
2025
Q2 		$7.96M Buy
10,217
+270
+3% +$210K 2.25% 11
2025
Q1 		$8.22M Buy
9,947
+1,443
+17% +$1.2M 2.55% 6
2024
Q4 		$6.57M Buy
8,504
+870
+11% +$720K 2.14% 11
2024
Q3 		$6.76M Buy
7,634
+2,125
+39% +$1.91M 2.23% 11
2024
Q2 		$4.99M Buy
5,509
+17
+0.3% +$13.6K 1.81% 15
2024
Q1 		$4.27M Sell
5,492
-59
-1% -$42K 1.72% 17
2023
Q4 		$3.24M Buy
5,551
+2,551
+85% +$1.49M 1.53% 17
2023
Q3 		$1.61M Buy
3,000
+110
+4% +$56.7K 0.9% 34
2023
Q2 		$1.36M Buy
2,890
+174
+6% +$73K 0.78% 34
2023
Q1 		$933K Buy
+2,716
New +$916K 0.6% 52

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

Channel Wealth's LLY Position: Q2 2026 in Review

Channel Wealth increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $1.39M and bringing the position to 11,143 shares worth $13.4M. The position accounts for 3% of the portfolio, ranked #8.

Channel Wealth first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Channel Wealth held 11,143 shares of Eli Lilly worth $13.4M as of Q2 2026.
  • Channel Wealth bought 1,358 Eli Lilly shares in Q2 2026, an estimated $1.39M.
  • Eli Lilly made up 3% of Channel Wealth's portfolio in Q2 2026, its #8 holding.
  • Channel Wealth first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.