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Independent Solutions Wealth Management’s Eli Lilly LLY Stock Holding History

Independent Solutions 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 		$1.09M Sell
912
-25
-3% -$25.5K 0.14% 126
2026
Q1 		$862K Buy
937
+92
+11% +$93.3K 0.13% 122
2025
Q4 		$908K Buy
845
+2
+0.2% +$1.91K 0.17% 108
2025
Q3 		$643K Buy
843
+29
+4% +$21.6K 0.11% 116
2025
Q2 		$635K Sell
814
-67
-8% -$52.1K 0.12% 117
2025
Q1 		$728K Buy
881
+6
+0.7% +$4.99K 0.16% 113
2024
Q4 		$676K Buy
875
+3
+0.3% +$2.48K 0.15% 118
2024
Q3 		$773K Buy
872
+49
+6% +$44.1K 0.17% 105
2024
Q2 		$745K Sell
823
-54
-6% -$43.2K 0.17% 107
2024
Q1 		$682K Buy
877
+52
+6% +$37K 0.16% 108
2023
Q4 		$481K Buy
825
+435
+112% +$254K 0.12% 123
2023
Q3 		$209K Buy
+390
New +$201K 0.05% 188

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

Independent Solutions Wealth Management's LLY Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Eli Lilly (LLY) stake by 2.7% in Q2 2026, selling an estimated $25.5K and leaving 912 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #126.

Independent Solutions Wealth Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Independent Solutions Wealth Management held 912 shares of Eli Lilly worth $1.09M as of Q2 2026.
  • Independent Solutions Wealth Management sold 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
  • Eli Lilly made up 0.14% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Independent Solutions Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.