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Foguth Wealth Management’s Eli Lilly LLY Stock Holding History

Foguth 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 		$752K Sell
656
-3
-0.5% -$3.06K 0.09% 100
2026
Q1 		$728K Sell
659
-20
-3% -$20.3K 0.08% 100
2025
Q4 		$734K Buy
+679
New +$649K 0.11% 83
2025
Q2 		$423K Buy
543
+26
+5% +$20.2K 0.09% 91
2025
Q1 		$427K Sell
517
-16
-3% -$13.3K 0.1% 95
2024
Q4 		$419K Buy
533
+5
+0.9% +$4.14K 0.11% 94
2024
Q3 		$482K Sell
528
-54
-9% -$48.5K 0.18% 74
2024
Q2 		$527K Sell
582
-38
-6% -$30.4K 0.23% 64
2024
Q1 		$482K Buy
+620
New +$441K 0.26% 74

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

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

Foguth Wealth Management reduced its Eli Lilly (LLY) stake by 0.46% in Q2 2026, selling an estimated $3.06K and leaving 656 shares worth $752K. The position accounts for 0.09% of the portfolio, ranked #100.

Foguth Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Foguth Wealth Management held 656 shares of Eli Lilly worth $752K as of Q2 2026.
  • Foguth Wealth Management sold 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.09% of Foguth Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Foguth Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.