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Dynamic Wealth Strategies’s Eli Lilly LLY Stock Holding History

Dynamic Wealth Strategies’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 		$438K Sell
365
-97
-21% -$99.1K 0.23% 46
2026
Q1 		$425K Buy
462
+246
+114% +$249K 0.25% 49
2025
Q4 		$232K Buy
216
+4
+2% +$3.83K 0.14% 73
2025
Q3 		$162K Buy
212
+80
+61% +$59.5K 0.11% 84
2025
Q2 		$103K Buy
132
+2
+2% +$1.55K 0.07% 98
2025
Q1 		$107K Buy
+130
New +$108K 0.09% 100
2024
Q4 		– Sell
-156
Closed -$138K – 164
2024
Q3 		$138K Sell
156
-13
-8% -$11.7K 0.11% 88
2024
Q2 		$153K Buy
169
+1
+0.6% +$800 0.13% 80
2024
Q1 		$131K Buy
168
+33
+24% +$23.5K 0.11% 89
2023
Q4 		$78.7K Buy
+135
New +$78.8K 0.07% 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

Dynamic Wealth Strategies's LLY Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $99.1K and leaving 365 shares worth $438K. The position accounts for 0.23% of the portfolio, ranked #46.

Dynamic Wealth Strategies first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Dynamic Wealth Strategies held 365 shares of Eli Lilly worth $438K as of Q2 2026.
  • Dynamic Wealth Strategies sold 97 Eli Lilly shares in Q2 2026, an estimated $99.1K.
  • Eli Lilly made up 0.23% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Dynamic Wealth Strategies first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.