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FSB Premier Wealth Management’s Eli Lilly LLY Stock Holding History

FSB Premier 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 		$650K Buy
542
+216
+66% +$221K 0.18% 127
2026
Q1 		$300K Buy
+326
New +$331K 0.09% 194
2022
Q1 		– Sell
-112
Closed -$30K – 353
2021
Q4 		$30K Buy
+112
New +$28.4K 0.01% 301

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

FSB Premier Wealth Management's LLY Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Eli Lilly (LLY) stake by 66% in Q2 2026, buying an estimated $221K and bringing the position to 542 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #127.

FSB Premier Wealth Management first reported a position in LLY in Q4 2021 and has held it in 3 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • FSB Premier Wealth Management held 542 shares of Eli Lilly worth $650K as of Q2 2026.
  • FSB Premier Wealth Management bought 216 Eli Lilly shares in Q2 2026, an estimated $221K.
  • Eli Lilly made up 0.18% of FSB Premier Wealth Management's portfolio in Q2 2026, its #127 holding.
  • FSB Premier Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 3 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.