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Daymark Wealth Partners’s Eli Lilly LLY Stock Holding History

Daymark Wealth Partners’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 		$30.6M Buy
25,552
+11,076
+77% +$11.3M 0.75% 34
2026
Q1 		$13.3M Buy
14,476
+1,112
+8% +$1.13M 0.42% 48
2025
Q4 		$14.4M Sell
13,364
-19
-0.1% -$18.2K 0.46% 47
2025
Q3 		$10.2M Buy
13,383
+2,119
+19% +$1.58M 0.35% 59
2025
Q2 		$8.78M Buy
11,264
+473
+4% +$368K 0.33% 61
2025
Q1 		$8.91M Buy
10,791
+57
+0.5% +$47.4K 0.38% 56
2024
Q4 		$8.29M Sell
10,734
-986
-8% -$816K 0.35% 61
2024
Q3 		$10.4M Buy
11,720
+162
+1% +$146K 0.44% 51
2024
Q2 		$10.5M Buy
11,558
+917
+9% +$734K 0.48% 45
2024
Q1 		$8.28M Sell
10,641
-14
-0.1% -$9.96K 0.45% 53
2023
Q4 		$6.21M Buy
10,655
+173
+2% +$101K 0.38% 60
2023
Q3 		$5.63M Buy
10,482
+583
+6% +$300K 0.39% 58
2023
Q2 		$4.64M Buy
9,899
+3,965
+67% +$1.66M 0.34% 71
2023
Q1 		$2.04M Buy
5,934
+65
+1% +$21.9K 0.27% 80
2022
Q4 		$2.15M Buy
+5,869
New +$2.08M 0.38% 59

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

Daymark Wealth Partners's LLY Position: Q2 2026 in Review

Daymark Wealth Partners increased its Eli Lilly (LLY) stake by 77% in Q2 2026, buying an estimated $11.3M and bringing the position to 25,552 shares worth $30.6M. The position accounts for 0.75% of the portfolio, ranked #34.

Daymark Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Daymark Wealth Partners held 25,552 shares of Eli Lilly worth $30.6M as of Q2 2026.
  • Daymark Wealth Partners bought 11,076 Eli Lilly shares in Q2 2026, an estimated $11.3M.
  • Eli Lilly made up 0.75% of Daymark Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Daymark Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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