LeClair Wealth Partners’s Eli Lilly LLY Stock Holding History

LeClair 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	$845K	Buy	+704	New	+$719K	0.44%	51
2026 Q1	–	Sell	-680	Closed	-$731K	–	151
2025 Q4	$731K	Buy	680 +10	+1%	+$9.56K	0.42%	43
2025 Q3	$511K	Sell	670 -4	-0.6%	-$2.98K	0.32%	48
2025 Q2	$525K	Buy	674 +7	+1%	+$5.44K	0.36%	50
2025 Q1	$551K	Buy	667 +1	+0.2%	+$832	0.4%	50
2024 Q4	$514K	Buy	+666	New	+$551K	0.34%	57

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

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

LeClair Wealth Partners opened a new position in Eli Lilly (LLY) in Q2 2026: 704 shares worth $845K. The stake represents 0.44% of the portfolio and ranks #51 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in LLY as recently as Q4 2025.

LeClair Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LeClair Wealth Partners held 704 shares of Eli Lilly worth $845K as of Q2 2026.
Eli Lilly was a new LeClair Wealth Partners position in Q2 2026.
Eli Lilly made up 0.44% of LeClair Wealth Partners's portfolio in Q2 2026, its #51 holding.
LeClair Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.