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Cove Private Wealth’s Eli Lilly LLY Stock Holding History

Cove Private 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 		$1.11M Buy
925
+154
+20% +$157K 0.21% 83
2026
Q1 		$709K Buy
771
+304
+65% +$308K 0.16% 103
2025
Q4 		$502K Buy
467
+168
+56% +$161K 0.15% 110
2025
Q3 		$228K Buy
299
+10
+3% +$7.44K 0.07% 149
2025
Q2 		$225K Buy
+289
New +$225K 0.08% 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 $3.37T 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

Cove Private Wealth's LLY Position: Q2 2026 in Review

Cove Private Wealth increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $157K and bringing the position to 925 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #83.

Cove Private Wealth first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cove Private Wealth held 925 shares of Eli Lilly worth $1.11M as of Q2 2026.
  • Cove Private Wealth bought 154 Eli Lilly shares in Q2 2026, an estimated $157K.
  • Eli Lilly made up 0.21% of Cove Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Cove Private Wealth first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.