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Gentry Private Wealth’s Eli Lilly LLY Stock Holding History

Gentry Private 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 		$975K Buy
813
+102
+14% +$104K 0.5% 29
2026
Q1 		$654K Buy
711
+221
+45% +$224K 0.39% 39
2025
Q4 		$527K Buy
+490
New +$469K 0.33% 42

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

Gentry Private Wealth's LLY Position: Q2 2026 in Review

Gentry Private Wealth increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $104K and bringing the position to 813 shares worth $975K. The position accounts for 0.5% of the portfolio, ranked #29.

Gentry Private Wealth first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gentry Private Wealth held 813 shares of Eli Lilly worth $975K as of Q2 2026.
  • Gentry Private Wealth bought 102 Eli Lilly shares in Q2 2026, an estimated $104K.
  • Eli Lilly made up 0.5% of Gentry Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Gentry Private Wealth first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.