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Fiduciary Wealth Partners’s Eli Lilly LLY Stock Holding History

Fiduciary 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 Buy
+213
New +$218K 0.14% 57
2026
Q1 		– Sell
-324
Closed -$348K – 84
2025
Q4 		$348K Buy
324
+4
+1% +$3.83K 0.14% 63
2025
Q3 		$244K Buy
320
+68
+27% +$50.6K 0.1% 77
2025
Q2 		$197K Sell
252
-12
-5% -$9.32K 0.19% 48
2025
Q1 		$218K Buy
+264
New +$220K 0.19% 38

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

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

Fiduciary Wealth Partners opened a new position in Eli Lilly (LLY) in Q2 2026: 213 shares worth $255K. The stake represents 0.14% of the portfolio and ranks #57 among its holdings. This is a return to the name: Fiduciary Wealth Partners previously reported a position in LLY as recently as Q4 2025.

Fiduciary Wealth Partners first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $348K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fiduciary Wealth Partners held 213 shares of Eli Lilly worth $255K as of Q2 2026.
  • Eli Lilly was a new Fiduciary Wealth Partners position in Q2 2026.
  • Eli Lilly made up 0.14% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Fiduciary Wealth Partners first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Eli Lilly position peaked at $348K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.