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Fourth Dimension Wealth’s Eli Lilly LLY Stock Holding History

Fourth Dimension Wealth’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 		$2.99M Buy
2,496
+282
+13% +$288K 0.95% 29
2026
Q1 		$2.04M Sell
2,214
-120
-5% -$122K 0.77% 33
2025
Q4 		$2.51M Hold
2,334
– – 0.92% 31
2025
Q3 		$1.78M Sell
2,334
-52
-2% -$38.7K 0.68% 39
2025
Q2 		$1.86M Buy
2,386
+808
+51% +$628K 0.79% 36
2025
Q1 		$1.3M Buy
1,578
+318
+25% +$265K 0.63% 39
2024
Q4 		$973K Buy
+1,260
New +$1.04M 0.51% 39

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

Fourth Dimension Wealth's LLY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $288K and bringing the position to 2,496 shares worth $2.99M. The position accounts for 0.95% of the portfolio, ranked #29.

Fourth Dimension Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fourth Dimension Wealth held 2,496 shares of Eli Lilly worth $2.99M as of Q2 2026.
  • Fourth Dimension Wealth bought 282 Eli Lilly shares in Q2 2026, an estimated $288K.
  • Eli Lilly made up 0.95% of Fourth Dimension Wealth's portfolio in Q2 2026, its #29 holding.
  • Fourth Dimension Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.