LWMI
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Legacy Wealth Management (Idaho)’s Eli Lilly LLY Stock Holding History

Legacy Wealth Management (Idaho)’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 		$533K Buy
445
+333
+297% +$340K 0.22% 105
2026
Q1 		$103K Buy
112
+13
+13% +$13.2K 0.05% 175
2025
Q4 		$106K Buy
99
+92
+1,314% +$88K 0.05% 140
2025
Q3 		$5.34K Hold
7
– – ﹤0.01% 425
2025
Q2 		$5.46K Hold
7
– – ﹤0.01% 390
2025
Q1 		$5.78K Hold
7
– – ﹤0.01% 405
2024
Q4 		$6.15K Buy
+7
New +$5.8K ﹤0.01% 357

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

Legacy Wealth Management (Idaho)'s LLY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Eli Lilly (LLY) stake by 297% in Q2 2026, buying an estimated $340K and bringing the position to 445 shares worth $533K. The position accounts for 0.22% of the portfolio, ranked #105.

Legacy Wealth Management (Idaho) first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 445 shares of Eli Lilly worth $533K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 333 Eli Lilly shares in Q2 2026, an estimated $340K.
  • Eli Lilly made up 0.22% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #105 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.