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Navigoe Wealth Management’s Eli Lilly LLY Stock Holding History

Navigoe 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 		$135K Buy
113
+9
+9% +$9.2K 0.07% 56
2026
Q1 		$95K Sell
104
-30
-22% -$30.4K 0.06% 61
2025
Q4 		$144K Hold
134
– – 0.09% 47
2025
Q3 		$102K Buy
134
+33
+33% +$24.6K 0.07% 59
2025
Q2 		$78K Hold
101
– – 0.06% 58
2025
Q1 		$83K Hold
101
– – 0.07% 53
2024
Q4 		$77K Buy
+101
New +$83.6K 0.08% 52

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $9.2K and bringing the position to 113 shares worth $135K. The position accounts for 0.07% of the portfolio, ranked #56.

Navigoe Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $144K in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Navigoe Wealth Management held 113 shares of Eli Lilly worth $135K as of Q2 2026.
  • Navigoe Wealth Management bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.07% of Navigoe Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Navigoe Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Eli Lilly position peaked at $144K in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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