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Opal Wealth Advisors’s Eli Lilly LLY Stock Holding History

Opal Wealth Advisors’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 		$943K Buy
786
+7
+0.9% +$7.15K 0.2% 56
2026
Q1 		$717K Buy
779
+5
+0.6% +$5.07K 0.16% 67
2025
Q4 		$832K Sell
774
-5
-0.6% -$4.78K 0.22% 60
2025
Q3 		$594K Sell
779
-412
-35% -$307K 0.17% 77
2025
Q2 		$928K Buy
1,191
+228
+24% +$177K 0.26% 44
2025
Q1 		$795K Sell
963
-53
-5% -$44.1K 0.25% 45
2024
Q4 		$784K Buy
1,016
+100
+11% +$82.8K 0.24% 58
2024
Q3 		$812K Buy
916
+99
+12% +$89K 0.25% 53
2024
Q2 		$740K Buy
817
+23
+3% +$18.4K 0.24% 53
2024
Q1 		$618K Buy
794
+56
+8% +$39.9K 0.21% 67
2023
Q4 		$430K Buy
738
+32
+5% +$18.7K 0.17% 89
2023
Q3 		$379K Buy
706
+62
+10% +$31.9K 0.22% 77
2023
Q2 		$302K Sell
644
-46
-7% -$19.3K 0.15% 93
2023
Q1 		$237K Buy
+690
New +$233K 0.14% 97

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

Opal Wealth Advisors's LLY Position: Q2 2026 in Review

Opal Wealth Advisors increased its Eli Lilly (LLY) stake by 0.9% in Q2 2026, buying an estimated $7.15K and bringing the position to 786 shares worth $943K. The position accounts for 0.2% of the portfolio, ranked #56.

Opal Wealth Advisors first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Opal Wealth Advisors held 786 shares of Eli Lilly worth $943K as of Q2 2026.
  • Opal Wealth Advisors bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.2% of Opal Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Opal Wealth Advisors first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.