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Keyvantage Wealth’s Eli Lilly LLY Stock Holding History

Keyvantage Wealth’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 		$713K Sell
594
-27
-4% -$27.6K 0.27% 47
2026
Q1 		$571K Buy
621
+5
+0.8% +$5.07K 0.25% 58
2025
Q4 		$662K Buy
616
+274
+80% +$262K 0.28% 52
2025
Q3 		$261K Sell
342
-195
-36% -$145K 0.11% 78
2025
Q2 		$418K Sell
537
-82
-13% -$63.7K 0.19% 64
2025
Q1 		$511K Sell
619
-634
-51% -$528K 0.25% 53
2024
Q4 		$967K Buy
+1,253
New +$1.04M 0.69% 30

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

Keyvantage Wealth's LLY Position: Q2 2026 in Review

Keyvantage Wealth reduced its Eli Lilly (LLY) stake by 4.3% in Q2 2026, selling an estimated $27.6K and leaving 594 shares worth $713K. The position accounts for 0.27% of the portfolio, ranked #47.

Keyvantage Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $967K in Q4 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Keyvantage Wealth held 594 shares of Eli Lilly worth $713K as of Q2 2026.
  • Keyvantage Wealth sold 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 0.27% of Keyvantage Wealth's portfolio in Q2 2026, its #47 holding.
  • Keyvantage Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's Eli Lilly position peaked at $967K in Q4 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.