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Dynasty Wealth Management’s Eli Lilly LLY Stock Holding History

Dynasty 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 		$3.89M Buy
3,240
+224
+7% +$229K 0.03% 96
2026
Q1 		$2.77M Sell
3,016
-88
-3% -$89.2K 0.02% 104
2025
Q4 		$3.34M Buy
3,104
+2,180
+236% +$2.08M 0.03% 103
2025
Q3 		$705K Sell
924
-3,206
-78% -$2.39M 0.01% 192
2025
Q2 		$3.22M Buy
4,130
+283
+7% +$220K 0.05% 65
2025
Q1 		$3.18M Buy
3,847
+1,251
+48% +$1.04M 0.05% 71
2024
Q4 		$2M Buy
2,596
+1,686
+185% +$1.4M 0.03% 95
2024
Q3 		$806K Sell
910
-72
-7% -$64.7K 0.02% 145
2024
Q2 		$889K Buy
982
+85
+9% +$68K 0.03% 141
2024
Q1 		$698K Buy
+897
New +$638K 0.02% 156
2018
Q4 		– Sell
-2,706
Closed -$290K – 57
2018
Q3 		$290K Buy
+2,706
New +$271K 0.37% 78

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

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

Dynasty Wealth Management increased its Eli Lilly (LLY) stake by 7.4% in Q2 2026, buying an estimated $229K and bringing the position to 3,240 shares worth $3.89M. The position accounts for 0.03% of the portfolio, ranked #96.

Dynasty Wealth Management first reported a position in LLY in Q3 2018 and has held it in 11 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Dynasty Wealth Management held 3,240 shares of Eli Lilly worth $3.89M as of Q2 2026.
  • Dynasty Wealth Management bought 224 Eli Lilly shares in Q2 2026, an estimated $229K.
  • Eli Lilly made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Dynasty Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 11 quarters since.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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