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Endeavor Private Wealth’s Eli Lilly LLY Stock Holding History

Endeavor Private 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 		$950K Buy
792
+149
+23% +$152K 0.23% 82
2026
Q1 		$591K Buy
643
+123
+24% +$125K 0.17% 108
2025
Q4 		$559K Buy
520
+195
+60% +$186K 0.16% 113
2025
Q3 		$248K Buy
325
+49
+18% +$36.5K 0.08% 172
2025
Q2 		$215K Buy
276
+1
+0.4% +$777 0.1% 124
2025
Q1 		$227K Buy
+275
New +$229K 0.12% 117

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

Endeavor Private Wealth's LLY Position: Q2 2026 in Review

Endeavor Private Wealth increased its Eli Lilly (LLY) stake by 23% in Q2 2026, buying an estimated $152K and bringing the position to 792 shares worth $950K. The position accounts for 0.23% of the portfolio, ranked #82.

Endeavor Private Wealth first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Endeavor Private Wealth held 792 shares of Eli Lilly worth $950K as of Q2 2026.
  • Endeavor Private Wealth bought 149 Eli Lilly shares in Q2 2026, an estimated $152K.
  • Eli Lilly made up 0.23% of Endeavor Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Endeavor Private Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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