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Keystone Wealth Services’s Eli Lilly LLY Stock Holding History

Keystone Wealth Services’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 		$621K Buy
518
+40
+8% +$40.9K 0.12% 182
2026
Q1 		$440K Buy
478
+1
+0.2% +$1.01K 0.09% 205
2025
Q4 		$512K Buy
477
+5
+1% +$4.78K 0.11% 145
2025
Q3 		$360K Sell
472
-49
-9% -$36.5K 0.08% 224
2025
Q2 		$406K Sell
521
-22
-4% -$17.1K 0.1% 196
2025
Q1 		$448K Sell
543
-221
-29% -$184K 0.12% 161
2024
Q4 		$590K Sell
764
-10
-1% -$8.28K 0.16% 129
2024
Q3 		$686K Hold
774
– – 0.19% 113
2024
Q2 		$700K Buy
774
+125
+19% +$100K 0.22% 105
2024
Q1 		$505K Sell
649
-35
-5% -$24.9K 0.16% 128
2023
Q4 		$399K Sell
684
-144
-17% -$84.1K 0.14% 140
2023
Q3 		$445K Buy
828
+1
+0.1% +$515 0.17% 126
2023
Q2 		$388K Buy
827
+70
+9% +$29.4K 0.15% 138
2023
Q1 		$260K Buy
757
+110
+17% +$37.1K 0.11% 166
2022
Q4 		$237K Hold
647
– – 0.1% 164
2022
Q3 		$209K Buy
647
+1
+0.2% +$317 0.1% 156
2022
Q2 		$209K Buy
+646
New +$194K 0.09% 161

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

Keystone Wealth Services's LLY Position: Q2 2026 in Review

Keystone Wealth Services increased its Eli Lilly (LLY) stake by 8.4% in Q2 2026, buying an estimated $40.9K and bringing the position to 518 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #182.

Keystone Wealth Services first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $700K in Q2 2024. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Keystone Wealth Services held 518 shares of Eli Lilly worth $621K as of Q2 2026.
  • Keystone Wealth Services bought 40 Eli Lilly shares in Q2 2026, an estimated $40.9K.
  • Eli Lilly made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #182 holding.
  • Keystone Wealth Services first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • Keystone Wealth Services's Eli Lilly position peaked at $700K in Q2 2024.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.