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Evexia Wealth’s Eli Lilly LLY Stock Holding History

Evexia 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 		$19.8M Sell
17,648
-264
-1% -$270K 5.36% 3
2026
Q1 		$16.7M Sell
17,912
-2,569
-13% -$2.6M 4.58% 4
2025
Q4 		$22M Sell
20,481
-1,147
-5% -$1.1M 6.14% 2
2025
Q3 		$17.7M Buy
21,628
+5,929
+38% +$4.41M 5.3% 2
2025
Q2 		$12.1M Buy
15,699
+3,373
+27% +$2.62M 3.81% 8
2025
Q1 		$9.29M Sell
12,326
-15
-0.1% -$12.5K 3.38% 12
2024
Q4 		$10.8M Buy
12,341
+206
+2% +$171K 3.67% 11
2024
Q3 		$10.9M Buy
12,135
+464
+4% +$417K 3.87% 9
2024
Q2 		$10.1M Sell
11,671
-275
-2% -$220K 3.79% 12
2024
Q1 		$8.98M Buy
11,946
+3,231
+37% +$2.3M 3.7% 11
2023
Q4 		$5.82M Buy
8,715
+235
+3% +$137K 2.46% 19
2023
Q3 		$4.97M Buy
+8,480
New +$4.37M 2.52% 20

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

Evexia Wealth's LLY Position: Q2 2026 in Review

Evexia Wealth reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $270K and leaving 17,648 shares worth $19.8M. The position accounts for 5.36% of the portfolio, ranked #3.

Evexia Wealth first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $22M in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Evexia Wealth held 17,648 shares of Eli Lilly worth $19.8M as of Q2 2026.
  • Evexia Wealth sold 264 Eli Lilly shares in Q2 2026, an estimated $270K.
  • Eli Lilly made up 5.36% of Evexia Wealth's portfolio in Q2 2026, its #3 holding.
  • Evexia Wealth first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • Evexia Wealth's Eli Lilly position peaked at $22M in Q4 2025.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.