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Finer Wealth Management’s Eli Lilly LLY Stock Holding History

Finer Wealth Management’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 		$15.1M Sell
12,592
-580
-4% -$593K 6.75% 3
2026
Q1 		$12.1M Sell
13,172
-440
-3% -$446K 6.08% 3
2025
Q4 		$14.6M Sell
13,612
-798
-6% -$763K 7.08% 4
2025
Q3 		$11M Sell
14,410
-154
-1% -$115K 5.48% 4
2025
Q2 		$11.4M Sell
14,564
-434
-3% -$337K 6.07% 4
2025
Q1 		$12.4M Sell
14,998
-513
-3% -$427K 7.42% 2
2024
Q4 		$12M Sell
15,511
-454
-3% -$376K 6.86% 3
2024
Q3 		$14.1M Sell
15,965
-570
-3% -$512K 8.73% 2
2024
Q2 		$15M Sell
16,535
-310
-2% -$248K 9.66% 1
2024
Q1 		$13.1M Sell
16,845
-799
-5% -$569K 8.61% 1
2023
Q4 		$10.3M Sell
17,644
-299
-2% -$175K 7.66% 3
2023
Q3 		$9.64M Sell
17,943
-52
-0.3% -$26.8K 7.71% 2
2023
Q2 		$8.44M Sell
17,995
-311
-2% -$130K 6.59% 3
2023
Q1 		$6.29M Sell
18,306
-298
-2% -$101K 5.31% 3
2022
Q4 		$6.81M Sell
18,604
-256
-1% -$90.8K 6.37% 2
2022
Q3 		$6.1M Sell
18,860
-43
-0.2% -$13.6K 6% 2
2022
Q2 		$6.13M Sell
18,903
-865
-4% -$260K 5.59% 3
2022
Q1 		$5.66M Sell
19,768
-121
-0.6% -$31.1K 4.62% 3
2021
Q4 		$5.49M Buy
+19,889
New +$5.04M 4.56% 3

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

Finer Wealth Management's LLY Position: Q2 2026 in Review

Finer Wealth Management reduced its Eli Lilly (LLY) stake by 4.4% in Q2 2026, selling an estimated $593K and leaving 12,592 shares worth $15.1M. The position accounts for 6.75% of the portfolio, ranked #3.

Finer Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Finer Wealth Management held 12,592 shares of Eli Lilly worth $15.1M as of Q2 2026.
  • Finer Wealth Management sold 580 Eli Lilly shares in Q2 2026, an estimated $593K.
  • Eli Lilly made up 6.75% of Finer Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Finer Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.