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Drive Wealth Management’s Eli Lilly LLY Stock Holding History

Drive 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 		$3.69M Buy
3,080
+128
+4% +$131K 0.66% 31
2026
Q1 		$2.72M Buy
2,952
+188
+7% +$191K 0.57% 34
2025
Q4 		$2.97M Buy
2,764
+225
+9% +$215K 0.58% 37
2025
Q3 		$1.94M Sell
2,539
-239
-9% -$178K 0.41% 49
2025
Q2 		$2.17M Buy
2,778
+307
+12% +$239K 0.47% 46
2025
Q1 		$2.04M Sell
2,471
-24
-1% -$20K 0.48% 42
2024
Q4 		$1.93M Buy
2,495
+185
+8% +$153K 0.47% 38
2024
Q3 		$2.05M Buy
2,310
+68
+3% +$61.1K 0.53% 31
2024
Q2 		$2.03M Buy
2,242
+62
+3% +$49.6K 0.55% 31
2024
Q1 		$1.7M Buy
2,180
+55
+3% +$39.1K 0.48% 37
2023
Q4 		$1.24M Buy
2,125
+97
+5% +$56.6K 0.4% 51
2023
Q3 		$1.09M Buy
2,028
+164
+9% +$84.5K 0.4% 56
2023
Q2 		$874K Buy
1,864
+203
+12% +$85.1K 0.32% 71
2023
Q1 		$570K Buy
1,661
+225
+16% +$75.9K 0.24% 102
2022
Q4 		$525K Buy
1,436
+601
+72% +$213K 0.26% 92
2022
Q3 		$270K Buy
+835
New +$265K 0.26% 116

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 $3.38T AUM 44.17% 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

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

Drive Wealth Management increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $131K and bringing the position to 3,080 shares worth $3.69M. The position accounts for 0.66% of the portfolio, ranked #31.

Drive Wealth Management first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Drive Wealth Management held 3,080 shares of Eli Lilly worth $3.69M as of Q2 2026.
  • Drive Wealth Management bought 128 Eli Lilly shares in Q2 2026, an estimated $131K.
  • Eli Lilly made up 0.66% of Drive Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Drive Wealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.