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Destination Wealth Management’s Eli Lilly LLY Stock Holding History

Destination 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
Q1 		– Sell
-100
Closed -$28.6K – 345
2025
Q4 		$28.6K Buy
+100
New +$95.6K ﹤0.01% 300

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

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

Destination Wealth Management increased its Eli Lilly (LLY) stake by 0.22% in Q2 2026, buying an estimated $129K and bringing the position to 56,810 shares worth $68.1M. The position accounts for 1.59% of the portfolio, ranked #24.

Destination Wealth Management first reported a position in LLY in Q2 2015 and has held it in 32 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Destination Wealth Management held 56,810 shares of Eli Lilly worth $68.1M as of Q2 2026.
  • Destination Wealth Management bought 126 Eli Lilly shares in Q2 2026, an estimated $129K.
  • Eli Lilly made up 1.59% of Destination Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Destination Wealth Management first reported a position in Eli Lilly in Q2 2015 and has held it in 32 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.