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Element Wealth’s Eli Lilly LLY Stock Holding History

Element 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 		$1.7M Sell
1,420
-28
-2% -$28.6K 0.64% 38
2026
Q1 		$1.33M Sell
1,448
-4
-0.3% -$4.05K 0.55% 49
2025
Q4 		$1.56M Buy
1,452
+90
+7% +$86.1K 0.64% 37
2025
Q3 		$1.04M Buy
1,362
+3
+0.2% +$2.23K 0.45% 58
2025
Q2 		$1.06M Buy
1,359
+900
+196% +$699K 0.49% 50
2025
Q1 		$379K Sell
459
-20
-4% -$16.6K 0.2% 94
2024
Q4 		$370K Buy
479
+4
+0.8% +$3.31K 0.19% 93
2024
Q3 		$420K Sell
475
-68
-13% -$61.1K 0.22% 85
2024
Q2 		$492K Hold
543
– – 0.28% 68
2024
Q1 		$423K Buy
543
+30
+6% +$21.4K 0.25% 77
2023
Q4 		$299K Sell
513
-15
-3% -$8.76K 0.19% 98
2023
Q3 		$283K Sell
528
-21
-4% -$10.8K 0.2% 94
2023
Q2 		$258K Buy
+549
New +$230K 0.18% 100

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

Element Wealth's LLY Position: Q2 2026 in Review

Element Wealth reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $28.6K and leaving 1,420 shares worth $1.7M. The position accounts for 0.64% of the portfolio, ranked #38.

Element Wealth first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Element Wealth held 1,420 shares of Eli Lilly worth $1.7M as of Q2 2026.
  • Element Wealth sold 28 Eli Lilly shares in Q2 2026, an estimated $28.6K.
  • Eli Lilly made up 0.64% of Element Wealth's portfolio in Q2 2026, its #38 holding.
  • Element Wealth first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.