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Inspirion Wealth Advisors’s Eli Lilly LLY Stock Holding History

Inspirion Wealth Advisors’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 		$1.14M Buy
953
+4
+0.4% +$4.09K 0.13% 67
2026
Q1 		$873K Buy
949
+2
+0.2% +$2.03K 0.11% 79
2025
Q4 		$1.02M Buy
947
+348
+58% +$333K 0.12% 70
2025
Q3 		$531K Sell
599
-83
-12% -$61.8K 0.07% 92
2025
Q2 		$532K Buy
682
+6
+0.9% +$4.66K 0.07% 97
2025
Q1 		$558K Buy
676
+53
+9% +$44.1K 0.08% 87
2024
Q4 		$482K Buy
623
+24
+4% +$19.9K 0.07% 94
2024
Q3 		$531K Buy
599
+71
+13% +$63.8K 0.07% 92
2024
Q2 		$478K Buy
528
+1
+0.2% +$800 0.07% 90
2024
Q1 		$410K Buy
527
+1
+0.2% +$712 0.07% 99
2023
Q4 		$311K Buy
526
+6
+1% +$3.5K 0.06% 110
2023
Q3 		$279K Sell
520
-155
-23% -$79.9K 0.05% 113
2023
Q2 		$317K Sell
675
-1
-0.1% -$419 0.06% 105
2023
Q1 		$232K Sell
676
-7
-1% -$2.36K 0.05% 124
2022
Q4 		$250K Buy
683
+2
+0.3% +$709 0.05% 110
2022
Q3 		$220K Buy
681
+61
+10% +$19.3K 0.05% 108
2022
Q2 		$201K Sell
620
-99
-14% -$29.7K 0.04% 115
2022
Q1 		$206K Buy
+719
New +$185K 0.04% 104

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

Inspirion Wealth Advisors's LLY Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Eli Lilly (LLY) stake by 0.42% in Q2 2026, buying an estimated $4.09K and bringing the position to 953 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #67.

Inspirion Wealth Advisors first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Inspirion Wealth Advisors held 953 shares of Eli Lilly worth $1.14M as of Q2 2026.
  • Inspirion Wealth Advisors bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.13% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Inspirion Wealth Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.