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NewEdge Wealth’s Eli Lilly LLY Stock Holding History

NewEdge Wealth’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 		$77.9M Buy
64,986
+1,182
+2% +$1.21M 0.78% 25
2026
Q1 		$58.7M Buy
63,804
+29
+0% +$29.4K 0.7% 33
2025
Q4 		$68.5M Buy
63,775
+6,387
+11% +$6.11M 0.77% 25
2025
Q3 		$53.1M Sell
57,388
-9,982
-15% -$7.43M 0.76% 27
2025
Q2 		$43.2M Sell
67,370
-1,335
-2% -$1.04M 0.68% 35
2025
Q1 		$56.7M Sell
68,705
-11,694
-15% -$9.73M 1.03% 15
2024
Q4 		$62.1M Buy
80,399
+6,103
+8% +$5.05M 1.08% 14
2024
Q3 		$65.8M Buy
74,296
+10,319
+16% +$9.28M 1.19% 11
2024
Q2 		$57.9M Sell
63,977
-2,705
-4% -$2.16M 1.25% 10
2024
Q1 		$50.4M Sell
66,682
-10,075
-13% -$7.17M 1.13% 11
2023
Q4 		$44.7M Buy
76,757
+9,070
+13% +$5.29M 1.14% 13
2023
Q3 		$36.4M Buy
67,687
+6,123
+10% +$3.16M 1.15% 13
2023
Q2 		$28.9M Buy
61,564
+8,002
+15% +$3.36M 0.96% 17
2023
Q1 		$18.4M Buy
53,562
+2,589
+5% +$873K 0.7% 37
2022
Q4 		$18.6M Buy
50,973
+2,628
+5% +$932K 0.8% 28
2022
Q3 		$15.6M Buy
48,345
+5,028
+12% +$1.59M 0.74% 30
2022
Q2 		$14M Buy
43,317
+42,102
+3,465% +$12.6M 0.64% 37
2022
Q1 		$348K Buy
+1,215
New +$313K 0.02% 347

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

NewEdge Wealth's LLY Position: Q2 2026 in Review

NewEdge Wealth increased its Eli Lilly (LLY) stake by 1.9% in Q2 2026, buying an estimated $1.21M and bringing the position to 64,986 shares worth $77.9M. The position accounts for 0.78% of the portfolio, ranked #25.

NewEdge Wealth first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • NewEdge Wealth held 64,986 shares of Eli Lilly worth $77.9M as of Q2 2026.
  • NewEdge Wealth bought 1,182 Eli Lilly shares in Q2 2026, an estimated $1.21M.
  • Eli Lilly made up 0.78% of NewEdge Wealth's portfolio in Q2 2026, its #25 holding.
  • NewEdge Wealth first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.