LI
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LifeWealth Investments’s Eli Lilly LLY Stock Holding History

LifeWealth Investments’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 		$921K Buy
768
+9
+1% +$9.2K 0.25% 60
2026
Q1 		$698K Buy
759
+39
+5% +$39.5K 0.21% 68
2025
Q4 		$774K Buy
720
+20
+3% +$19.1K 0.25% 66
2025
Q3 		$534K Buy
700
+18
+3% +$13.4K 0.18% 87
2025
Q2 		$532K Buy
682
+110
+19% +$85.5K 0.19% 84
2025
Q1 		$472K Buy
572
+113
+25% +$94K 0.23% 83
2024
Q4 		$354K Buy
+459
New +$380K 0.23% 94

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

LifeWealth Investments's LLY Position: Q2 2026 in Review

LifeWealth Investments increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $9.2K and bringing the position to 768 shares worth $921K. The position accounts for 0.25% of the portfolio, ranked #60.

LifeWealth Investments first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LifeWealth Investments held 768 shares of Eli Lilly worth $921K as of Q2 2026.
  • LifeWealth Investments bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.25% of LifeWealth Investments's portfolio in Q2 2026, its #60 holding.
  • LifeWealth Investments first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.