LWM
LLY icon

LeConte Wealth Management’s Eli Lilly LLY Stock Holding History

LeConte Wealth Management’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 		$1.25M Buy
1,044
+210
+25% +$215K 0.68% 32
2026
Q1 		$767K Buy
834
+41
+5% +$41.6K 0.5% 38
2025
Q4 		$852K Sell
793
-71
-8% -$67.9K 0.56% 30
2025
Q3 		$659K Buy
864
+291
+51% +$217K 0.44% 34
2025
Q2 		$447K Buy
573
+143
+33% +$111K 0.3% 44
2025
Q1 		$355K Buy
+430
New +$358K 0.23% 36

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

LeConte Wealth Management's LLY Position: Q2 2026 in Review

LeConte Wealth Management increased its Eli Lilly (LLY) stake by 25% in Q2 2026, buying an estimated $215K and bringing the position to 1,044 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #32.

LeConte Wealth Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,627 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LeConte Wealth Management held 1,044 shares of Eli Lilly worth $1.25M as of Q2 2026.
  • LeConte Wealth Management bought 210 Eli Lilly shares in Q2 2026, an estimated $215K.
  • Eli Lilly made up 0.68% of LeConte Wealth Management's portfolio in Q2 2026, its #32 holding.
  • LeConte Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,627 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.