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Darwin Wealth Management’s Eli Lilly LLY Stock Holding History

Darwin 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 		$411K Buy
342
+7
+2% +$7.15K 0.11% 106
2026
Q1 		$309K Sell
335
-36
-10% -$36.5K 0.1% 116
2025
Q4 		$399K Sell
371
-2
-0.5% -$1.91K 0.12% 104
2025
Q3 		$285K Buy
373
+13
+4% +$9.67K 0.09% 120
2025
Q2 		$281K Sell
360
-15
-4% -$11.7K 0.1% 113
2025
Q1 		$290K Hold
375
– – 0.1% 114
2024
Q4 		$290K Sell
375
-51
-12% -$42.2K 0.1% 114
2024
Q3 		$378K Buy
+426
New +$383K 0.1% 107
2024
Q2 		– Sell
-483
Closed -$376K – 116
2024
Q1 		$376K Sell
483
-49
-9% -$34.9K 0.1% 103
2023
Q4 		$310K Sell
532
-94
-15% -$54.9K 0.08% 112
2023
Q3 		$336K Buy
626
+15
+2% +$7.73K 0.09% 111
2023
Q2 		$268K Buy
+611
New +$256K 0.07% 120
2023
Q1 		– Sell
-1,454
Closed -$526K – 169
2022
Q4 		$526K Sell
1,454
-5,333
-79% -$1.89M 0.14% 100
2022
Q3 		$2.26M Buy
6,787
+5,272
+348% +$1.67M 0.56% 44
2022
Q2 		$485K Buy
1,515
+558
+58% +$167K 0.1% 113
2022
Q1 		$274K Hold
957
– – 0.05% 149
2021
Q4 		$233K Buy
957
+1
+0.1% +$254 0.04% 156
2021
Q3 		$221K Sell
956
-111
-10% -$27.4K 0.04% 156
2021
Q2 		$245K Buy
+1,067
New +$214K 0.04% 156
2020
Q3 		– Sell
-19,921
Closed -$3.27M – 167
2020
Q2 		$3.27M Buy
19,921
+18,629
+1,442% +$2.86M 0.83% 34
2020
Q1 		$178K Buy
+1,292
New +$178K 0.06% 141

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

Darwin Wealth Management's LLY Position: Q2 2026 in Review

Darwin Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $7.15K and bringing the position to 342 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #106.

Darwin Wealth Management first reported a position in LLY in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.27M in Q2 2020. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Darwin Wealth Management held 342 shares of Eli Lilly worth $411K as of Q2 2026.
  • Darwin Wealth Management bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.11% of Darwin Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Darwin Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 21 quarters since.
  • Darwin Wealth Management's Eli Lilly position peaked at $3.27M in Q2 2020.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.