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Discipline Wealth Solutions’s Eli Lilly LLY Stock Holding History

Discipline Wealth Solutions’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 		$676K Hold
564
– – 0.06% 108
2026
Q1 		$519K Buy
564
+10
+2% +$10.1K 0.05% 106
2025
Q4 		$595K Buy
554
+23
+4% +$22K 0.11% 94
2025
Q3 		$405K Buy
+531
New +$395K 0.11% 108

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

Discipline Wealth Solutions's LLY Position: Q2 2026 in Review

Discipline Wealth Solutions held its Eli Lilly (LLY) position steady in Q2 2026 at 564 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #108.

Discipline Wealth Solutions first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 4,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Discipline Wealth Solutions held 564 shares of Eli Lilly worth $676K as of Q2 2026.
  • Discipline Wealth Solutions left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.06% of Discipline Wealth Solutions's portfolio in Q2 2026, its #108 holding.
  • Discipline Wealth Solutions first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 4,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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