Graetz Wealth’s Eli Lilly LLY Stock Holding History

Graetz 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	$290K	Sell	242 -10	-4%	-$10.2K	0.23%	60
2026 Q1	$231K	Buy	+252	New	+$255K	0.21%	69

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graetz Wealth's LLY Position: Q2 2026 in Review

Graetz Wealth reduced its Eli Lilly (LLY) stake by 4% in Q2 2026, selling an estimated $10.2K and leaving 242 shares worth $290K. The position accounts for 0.23% of the portfolio, ranked #60.

Graetz Wealth first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Graetz Wealth held 242 shares of Eli Lilly worth $290K as of Q2 2026.
Graetz Wealth sold 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.23% of Graetz Wealth's portfolio in Q2 2026, its #60 holding.
Graetz Wealth first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.