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Chokshi & Queen Wealth Advisors’s Eli Lilly LLY Stock Holding History

Chokshi & Queen 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 		$1.25M Buy
1,045
+280
+37% +$286K 0.58% 21
2026
Q1 		$704K Buy
765
+127
+20% +$129K 0.38% 31
2025
Q4 		$686K Hold
638
– – 0.36% 31
2025
Q3 		$487K Sell
638
-398
-38% -$296K 0.26% 34
2025
Q2 		$807K Buy
1,036
+90
+10% +$69.9K 0.46% 25
2025
Q1 		$782K Sell
946
-14
-1% -$11.6K 0.48% 22
2024
Q4 		$741K Buy
+960
New +$795K 0.46% 22

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

Chokshi & Queen Wealth Advisors's LLY Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Eli Lilly (LLY) stake by 37% in Q2 2026, buying an estimated $286K and bringing the position to 1,045 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #21.

Chokshi & Queen Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 1,045 shares of Eli Lilly worth $1.25M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 280 Eli Lilly shares in Q2 2026, an estimated $286K.
  • Eli Lilly made up 0.58% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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