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Focused Wealth Management’s Eli Lilly LLY Stock Holding History

Focused 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 		$1.32M Buy
+1,100
New +$1.12M 0.11% 75
2024
Q1 		– Sell
-600
Closed -$4.51K – 613
2023
Q4 		$4.51K Buy
+600
New +$350K ﹤0.01% 668

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

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

Focused Wealth Management increased its Eli Lilly (LLY) stake by 34% in Q2 2026, buying an estimated $568K and bringing the position to 2,178 shares worth $2.61M. The position accounts for 0.23% of the portfolio, ranked #51.

Focused Wealth Management first reported a position in LLY in Q3 2013 and has held it in 52 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Focused Wealth Management held 2,178 shares of Eli Lilly worth $2.61M as of Q2 2026.
  • Focused Wealth Management bought 556 Eli Lilly shares in Q2 2026, an estimated $568K.
  • Eli Lilly made up 0.23% of Focused Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Focused Wealth Management first reported a position in Eli Lilly in Q3 2013 and has held it in 52 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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