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Impact Partnership Wealth’s Eli Lilly LLY Stock Holding History

Impact Partnership 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 		$2.93M Buy
2,446
+120
+5% +$123K 0.29% 42
2026
Q1 		$2.14M Buy
2,326
+483
+26% +$490K 0.26% 50
2025
Q4 		$1.98M Buy
1,843
+1,546
+521% +$1.48M 0.25% 39
2025
Q3 		$227K Buy
297
+32
+12% +$23.8K 0.03% 273
2025
Q2 		$207K Sell
265
-595
-69% -$462K 0.04% 273
2025
Q1 		$710K Sell
860
-162
-16% -$135K 0.15% 74
2024
Q4 		$789K Buy
1,022
+305
+43% +$253K 0.16% 78
2024
Q3 		$635K Sell
717
-164
-19% -$147K 0.14% 90
2024
Q2 		$798K Buy
881
+422
+92% +$338K 0.21% 61
2024
Q1 		$357K Buy
459
+456
+15,200% +$325K 0.14% 104
2023
Q4 		$1.75K Sell
3
-198
-99% -$116K ﹤0.01% 711
2023
Q3 		$108K Sell
201
-92
-31% -$47.4K 0.03% 306
2023
Q2 		$137K Buy
+293
New +$123K 0.05% 165

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

Impact Partnership Wealth's LLY Position: Q2 2026 in Review

Impact Partnership Wealth increased its Eli Lilly (LLY) stake by 5.2% in Q2 2026, buying an estimated $123K and bringing the position to 2,446 shares worth $2.93M. The position accounts for 0.29% of the portfolio, ranked #42.

Impact Partnership Wealth first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Impact Partnership Wealth held 2,446 shares of Eli Lilly worth $2.93M as of Q2 2026.
  • Impact Partnership Wealth bought 120 Eli Lilly shares in Q2 2026, an estimated $123K.
  • Eli Lilly made up 0.29% of Impact Partnership Wealth's portfolio in Q2 2026, its #42 holding.
  • Impact Partnership Wealth first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.