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LJI Wealth Management’s Eli Lilly LLY Stock Holding History

LJI 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 		$8.43M Buy
7,026
+345
+5% +$352K 1.18% 13
2026
Q1 		$6.15M Sell
6,681
-717
-10% -$727K 0.98% 14
2025
Q4 		$7.95M Buy
7,398
+37
+0.5% +$35.4K 1.21% 13
2025
Q3 		$5.62M Sell
7,361
-461
-6% -$343K 0.98% 18
2025
Q2 		$6.1M Buy
7,822
+748
+11% +$581K 1.06% 15
2025
Q1 		$5.84M Sell
7,074
-57
-0.8% -$47.4K 1.16% 15
2024
Q4 		$5.51M Buy
7,131
+127
+2% +$105K 1.08% 15
2024
Q3 		$6.21M Buy
7,004
+246
+4% +$221K 1.27% 14
2024
Q2 		$6.12M Buy
6,758
+242
+4% +$194K 1.35% 14
2024
Q1 		$5.07M Buy
6,516
+97
+2% +$69K 1.31% 15
2023
Q4 		$3.74M Buy
6,419
+141
+2% +$82.3K 0.97% 18
2023
Q3 		$3.37M Sell
6,278
-139,269
-96% -$71.8M 0.97% 19
2023
Q2 		$3M Buy
145,547
+139,347
+2,248% +$58.4M 0.87% 20
2023
Q1 		$2.13M Buy
6,200
+222
+4% +$74.9K 0.67% 24
2022
Q4 		$2.19M Buy
+5,978
New +$2.12M 0.77% 23

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

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

LJI Wealth Management increased its Eli Lilly (LLY) stake by 5.2% in Q2 2026, buying an estimated $352K and bringing the position to 7,026 shares worth $8.43M. The position accounts for 1.18% of the portfolio, ranked #13.

LJI Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LJI Wealth Management held 7,026 shares of Eli Lilly worth $8.43M as of Q2 2026.
  • LJI Wealth Management bought 345 Eli Lilly shares in Q2 2026, an estimated $352K.
  • Eli Lilly made up 1.18% of LJI Wealth Management's portfolio in Q2 2026, its #13 holding.
  • LJI Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.