Long Island Wealth Management’s Eli Lilly LLY Stock Holding History

Long Island 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	$1.24M	Buy	1,037 +1	+0.1%	+$1.02K	0.51%	39
2026 Q1	$953K	Buy	1,036 +6	+0.6%	+$6.08K	0.44%	42
2025 Q4	$1.11M	Hold	1,030	–	–	0.52%	41
2025 Q3	$786K	Buy	1,030 +10	+1%	+$7.44K	0.38%	49
2025 Q2	$795K	Sell	1,020 -5	-0.5%	-$3.88K	0.41%	46
2025 Q1	$847K	Hold	1,025	–	–	0.52%	43
2024 Q4	$791K	Hold	1,025	–	–	0.5%	46
2024 Q3	$908K	Hold	1,025	–	–	0.6%	41
2024 Q2	$928K	Hold	1,025	–	–	0.65%	38
2024 Q1	$797K	Buy	1,025 +5	+0.5%	+$3.56K	0.56%	41
2023 Q4	$595K	Buy	+1,020	New	+$595K	0.42%	46

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

Long Island Wealth Management's LLY Position: Q2 2026 in Review

Long Island Wealth Management increased its Eli Lilly (LLY) stake by 0.1% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,037 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #39.

Long Island Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Long Island Wealth Management held 1,037 shares of Eli Lilly worth $1.24M as of Q2 2026.
Long Island Wealth Management bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
Eli Lilly made up 0.51% of Long Island Wealth Management's portfolio in Q2 2026, its #39 holding.
Long Island Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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