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Fonville Wealth Management’s Eli Lilly LLY Stock Holding History

Fonville 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 		$352K Buy
294
+43
+17% +$43.9K 0.06% 111
2026
Q1 		$231K Buy
251
+50
+25% +$50.7K 0.04% 127
2025
Q4 		$216K Buy
+201
New +$192K 0.04% 123
2025
Q2 		– Sell
-309
Closed -$255K – 124
2025
Q1 		$255K Sell
309
-35
-10% -$29.1K 0.08% 105
2024
Q4 		$266K Sell
344
-44
-11% -$36.4K 0.09% 95
2024
Q3 		$343K Buy
+388
New +$349K 0.12% 83
2024
Q2 		– Sell
-305
Closed -$237K – 99
2024
Q1 		$237K Buy
+305
New +$217K 0.11% 86

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

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

Fonville Wealth Management increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $43.9K and bringing the position to 294 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #111.

Fonville Wealth Management first reported a position in LLY in Q1 2024 and has held it in 7 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fonville Wealth Management held 294 shares of Eli Lilly worth $352K as of Q2 2026.
  • Fonville Wealth Management bought 43 Eli Lilly shares in Q2 2026, an estimated $43.9K.
  • Eli Lilly made up 0.06% of Fonville Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Fonville Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 7 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.