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Dodds Wealth’s Eli Lilly LLY Stock Holding History

Dodds 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 		$325K Hold
271
– – 0.07% 45
2026
Q1 		$249K Hold
271
– – 0.06% 50
2025
Q4 		$291K Hold
271
– – 0.07% 48
2025
Q3 		$207K Hold
271
– – 0.05% 58
2025
Q2 		$211K Hold
271
– – 0.06% 54
2025
Q1 		$224K Hold
271
– – 0.07% 57
2024
Q4 		$204K Hold
271
– – 0.07% 58
2024
Q3 		$247K Hold
271
– – 0.08% 54
2024
Q2 		$253K Hold
271
– – 0.1% 49
2024
Q1 		$211K Buy
+271
New +$193K 0.09% 55

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

Dodds Wealth's LLY Position: Q2 2026 in Review

Dodds Wealth held its Eli Lilly (LLY) position steady in Q2 2026 at 271 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #45.

Dodds Wealth first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Dodds Wealth held 271 shares of Eli Lilly worth $325K as of Q2 2026.
  • Dodds Wealth left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.07% of Dodds Wealth's portfolio in Q2 2026, its #45 holding.
  • Dodds Wealth first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.