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Evoke Wealth’s Eli Lilly LLY Stock Holding History

Evoke 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 		– Sell
-12,603
Closed -$11.6M – 366
2026
Q1 		$11.6M Buy
12,603
+1,383
+12% +$1.4M 0.21% 53
2025
Q4 		$12.1M Buy
11,220
+972
+9% +$929K 0.23% 54
2025
Q3 		$7.82M Buy
10,248
+1,592
+18% +$1.18M 0.16% 62
2025
Q2 		$6.75M Buy
8,656
+998
+13% +$776K 0.15% 60
2025
Q1 		$6.32M Buy
7,658
+192
+3% +$160K 0.17% 62
2024
Q4 		$5.76M Buy
7,466
+211
+3% +$175K 0.16% 67
2024
Q3 		$6.43M Buy
+7,255
New +$6.52M 0.17% 61
2024
Q2 		– Sell
-7,172
Closed -$5.58M – 262
2024
Q1 		$5.58M Buy
+7,172
New +$5.1M 0.17% 63
2023
Q4 		– Sell
-2,536
Closed -$1.36M – 234
2023
Q3 		$1.36M Buy
2,536
+363
+17% +$187K 0.05% 151
2023
Q2 		$1.02M Buy
2,173
+507
+30% +$213K 0.04% 162
2023
Q1 		$572K Buy
1,666
+251
+18% +$84.7K 0.02% 202
2022
Q4 		$518K Sell
1,415
-67
-5% -$23.8K 0.02% 211
2022
Q3 		$479K Sell
1,482
-6
-0.4% -$1.9K 0.02% 210
2022
Q2 		$482K Sell
1,488
-154
-9% -$46.2K 0.02% 222
2022
Q1 		$470K Buy
1,642
+143
+10% +$36.8K 0.02% 242
2021
Q4 		$414K Buy
1,499
+32
+2% +$8.11K 0.01% 257
2021
Q3 		$339K Sell
1,467
-153
-9% -$37.8K 0.01% 268
2021
Q2 		$372K Buy
1,620
+77
+5% +$15.5K 0.01% 273
2021
Q1 		$288K Buy
1,543
+488
+46% +$95.5K 0.01% 267
2020
Q4 		$178K Buy
1,055
+8
+0.8% +$1.19K 0.01% 243
2020
Q3 		$155K Sell
1,047
-12
-1% -$1.86K 0.01% 234
2020
Q2 		$174K Sell
1,059
-256
-19% -$39.3K 0.02% 209
2020
Q1 		$182K Sell
1,315
-789
-38% -$108K 0.03% 193
2019
Q4 		$277K Buy
2,104
+329
+19% +$38.1K 0.04% 185
2019
Q3 		$199K Buy
+1,775
New +$198K 0.02% 257

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

Evoke Wealth's LLY Position: Q2 2026 in Review

Evoke Wealth sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 12,603 shares — an estimated $11.6M sold.

Evoke Wealth first reported a position in LLY in Q3 2019 and held it in 25 quarters. The position peaked at $12.1M in Q4 2025. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Evoke Wealth reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 12,603 Eli Lilly shares in Q2 2026, an estimated $11.6M.
  • Evoke Wealth first reported a position in Eli Lilly in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Eli Lilly position peaked at $12.1M in Q4 2025.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.