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Curio Wealth’s Eli Lilly LLY Stock Holding History

Curio 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 		$520K Hold
434
– – 0.16% 53
2026
Q1 		$399K Buy
434
+6
+1% +$6.08K 0.14% 54
2025
Q4 		$461K Buy
428
+24
+6% +$22.9K 0.16% 53
2025
Q3 		$308K Sell
404
-24
-6% -$17.9K 0.13% 54
2025
Q2 		$334K Buy
428
+425
+14,167% +$330K 0.15% 56
2025
Q1 		$331K Sell
3
-401
-99% -$334K 0.17% 54
2024
Q4 		$312K Buy
+404
New +$335K 0.17% 53

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

Curio Wealth's LLY Position: Q2 2026 in Review

Curio Wealth held its Eli Lilly (LLY) position steady in Q2 2026 at 434 shares worth $520K. The position accounts for 0.16% of the portfolio, ranked #53.

Curio Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Curio Wealth held 434 shares of Eli Lilly worth $520K as of Q2 2026.
  • Curio Wealth left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.16% of Curio Wealth's portfolio in Q2 2026, its #53 holding.
  • Curio Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.