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Intentional Wealth Strategies’s Eli Lilly LLY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-19
Closed -$17.5K – 530
2026
Q1 		$17.5K Buy
+19
New +$19.3K 0.02% 295

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

Intentional Wealth Strategies's LLY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 19 shares — an estimated $17.5K sold.

Intentional Wealth Strategies first reported a position in LLY in Q1 2026 and held it in 1 quarter. The position peaked at $17.5K in Q1 2026. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 19 Eli Lilly shares in Q2 2026, an estimated $17.5K.
  • Intentional Wealth Strategies first reported a position in Eli Lilly in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Eli Lilly position peaked at $17.5K in Q1 2026.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.