Pacific Wealth Strategies Group’s Eli Lilly LLY Stock Holding History

Pacific Wealth Strategies Group’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	$2.12M	Sell	1,764 -2,997	-63%	-$3.06M	1.22%	24
2026 Q1	$4.38M	Sell	4,761 -925	-16%	-$938K	2.73%	10
2025 Q4	$6.11M	Buy	5,686 +53	+0.9%	+$50.7K	3.46%	10
2025 Q3	$4.3M	Buy	5,633 +260	+5%	+$193K	2.64%	11
2025 Q2	$3.98M	Buy	5,373 +5,028	+1,457%	+$3.91M	2.61%	11
2025 Q1	$285K	Hold	345	–	–	0.21%	45
2024 Q4	$266K	Buy	345 +50	+17%	+$41.4K	0.19%	45
2024 Q3	$261K	Hold	295	–	–	0.19%	40
2024 Q2	$267K	Buy	295 +20	+7%	+$16K	0.22%	43
2024 Q1	$214K	Buy	+275	New	+$196K	0.18%	45

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

Pacific Wealth Strategies Group's LLY Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Eli Lilly (LLY) stake by 63% in Q2 2026, selling an estimated $3.06M and leaving 1,764 shares worth $2.12M. The position accounts for 1.22% of the portfolio, ranked #24.

Pacific Wealth Strategies Group first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.11M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Pacific Wealth Strategies Group held 1,764 shares of Eli Lilly worth $2.12M as of Q2 2026.
Pacific Wealth Strategies Group sold 2,997 Eli Lilly shares in Q2 2026, an estimated $3.06M.
Eli Lilly made up 1.22% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #24 holding.
Pacific Wealth Strategies Group first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Pacific Wealth Strategies Group's Eli Lilly position peaked at $6.11M in Q4 2025.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.