Insight Wealth Partners’s Eli Lilly LLY Stock Holding History

Insight 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	$306K	Sell	255 -52	-17%	-$53.1K	0.04%	109
2026 Q1	$283K	Hold	307	–	–	0.04%	99
2025 Q4	$330K	Buy	307 +13	+4%	+$12.4K	0.05%	86
2025 Q3	$224K	Sell	294 -94	-24%	-$70K	0.07%	108
2025 Q2	$302K	Sell	388 -3	-0.8%	-$2.33K	0.12%	86
2025 Q1	$323K	Sell	391 -19	-5%	-$15.8K	0.05%	86
2024 Q4	$316K	Sell	410 -398	-49%	-$330K	0.04%	82
2024 Q3	$716K	Sell	808 -2	-0.2%	-$1.8K	0.14%	55
2024 Q2	$734K	Buy	810 +525	+184%	+$420K	0.13%	46
2024 Q1	$222K	Buy	+285	New	+$203K	0.04%	83

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

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

Insight Wealth Partners reduced its Eli Lilly (LLY) stake by 17% in Q2 2026, selling an estimated $53.1K and leaving 255 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #109.

Insight Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $734K in Q2 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Insight Wealth Partners held 255 shares of Eli Lilly worth $306K as of Q2 2026.
Insight Wealth Partners sold 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
Eli Lilly made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #109 holding.
Insight Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Partners's Eli Lilly position peaked at $734K in Q2 2024.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.