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Evergreen Wealth Partners’s Eli Lilly LLY Stock Holding History

Evergreen Wealth Partners’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 		$255K Sell
212
-13
-6% -$13.3K 0.15% 76
2026
Q1 		$207K Buy
225
+6
+3% +$6.08K 0.16% 82
2025
Q4 		$235K Buy
+219
New +$209K 0.2% 69

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 $3.38T AUM 44.17% 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

Evergreen Wealth Partners's LLY Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Eli Lilly (LLY) stake by 5.8% in Q2 2026, selling an estimated $13.3K and leaving 212 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #76.

Evergreen Wealth Partners first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Evergreen Wealth Partners held 212 shares of Eli Lilly worth $255K as of Q2 2026.
  • Evergreen Wealth Partners sold 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.15% of Evergreen Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Evergreen Wealth Partners first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.