ELM
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Elite Life Management’s Eli Lilly LLY Stock Holding History

Elite Life 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 		$721K Buy
617
+21
+4% +$21.5K 0.84% 18
2026
Q1 		$565K Sell
596
-20
-3% -$20.3K 0.71% 20
2025
Q4 		$652K Buy
616
+296
+93% +$283K 1.06% 19
2025
Q3 		$265K Sell
320
-58
-15% -$43.2K 0.54% 23
2025
Q2 		$295K Buy
378
+95
+34% +$73.8K 0.76% 21
2025
Q1 		$234K Buy
+283
New +$235K 0.73% 23
2024
Q4 		– Sell
-242
Closed -$215K – 28
2024
Q3 		$215K Buy
242
+5
+2% +$4.5K 0.7% 26
2024
Q2 		$215K Buy
+237
New +$190K 0.83% 22

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

Elite Life Management's LLY Position: Q2 2026 in Review

Elite Life Management increased its Eli Lilly (LLY) stake by 3.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 617 shares worth $721K. The position accounts for 0.84% of the portfolio, ranked #18.

Elite Life Management first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elite Life Management held 617 shares of Eli Lilly worth $721K as of Q2 2026.
  • Elite Life Management bought 21 Eli Lilly shares in Q2 2026, an estimated $21.5K.
  • Eli Lilly made up 0.84% of Elite Life Management's portfolio in Q2 2026, its #18 holding.
  • Elite Life Management first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.