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Gateway Wealth Partners’s Eli Lilly LLY Stock Holding History

Gateway Wealth Partners’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 		$3.15M Sell
2,629
-1,458
-36% -$1.49M 0.19% 132
2026
Q1 		$3.76M Buy
4,087
+3,011
+280% +$3.05M 0.15% 165
2025
Q4 		$1.16M Sell
1,076
-143
-12% -$137K 0.13% 165
2025
Q3 		$930K Sell
1,219
-28
-2% -$20.8K 0.13% 166
2025
Q2 		$972K Buy
1,247
+283
+29% +$220K 0.18% 123
2025
Q1 		$796K Sell
964
-12
-1% -$9.98K 0.18% 128
2024
Q4 		$753K Buy
976
+285
+41% +$236K 0.2% 113
2024
Q3 		$613K Sell
691
-108
-14% -$97.1K 0.17% 132
2024
Q2 		$723K Buy
799
+25
+3% +$20K 0.22% 105
2024
Q1 		$602K Buy
774
+10
+1% +$7.12K 0.22% 106
2023
Q4 		$445K Buy
764
+177
+30% +$103K 0.18% 116
2023
Q3 		$315K Hold
587
– – 0.06% 184
2023
Q2 		$275K Sell
587
-7
-1% -$2.94K 0.05% 190
2023
Q1 		$204K Buy
594
+1
+0.2% +$337 0.03% 212
2022
Q4 		$217K Buy
+593
New +$210K 0.04% 183

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

Gateway Wealth Partners's LLY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Eli Lilly (LLY) stake by 36% in Q2 2026, selling an estimated $1.49M and leaving 2,629 shares worth $3.15M. The position accounts for 0.19% of the portfolio, ranked #132.

Gateway Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.76M in Q1 2026. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gateway Wealth Partners held 2,629 shares of Eli Lilly worth $3.15M as of Q2 2026.
  • Gateway Wealth Partners sold 1,458 Eli Lilly shares in Q2 2026, an estimated $1.49M.
  • Eli Lilly made up 0.19% of Gateway Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Gateway Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Eli Lilly position peaked at $3.76M in Q1 2026.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.