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Parkwoods Wealth Partners’s Eli Lilly LLY Stock Holding History

Parkwoods Wealth Partners’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 		$3.01M Buy
2,513
+589
+31% +$602K 0.48% 36
2026
Q1 		$1.77M Buy
1,924
+23
+1% +$23.3K 0.43% 32
2025
Q4 		$2.04M Buy
1,901
+1,149
+153% +$1.1M 0.6% 27
2025
Q3 		$574K Buy
752
+49
+7% +$36.5K 0.2% 47
2025
Q2 		$548K Buy
703
+86
+14% +$66.8K 0.32% 25
2025
Q1 		$510K Buy
617
+26
+4% +$21.6K 0.34% 21
2024
Q4 		$456K Hold
591
– – 0.36% 14
2024
Q3 		$524K Buy
+591
New +$531K 0.43% 12

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

Parkwoods Wealth Partners's LLY Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Eli Lilly (LLY) stake by 31% in Q2 2026, buying an estimated $602K and bringing the position to 2,513 shares worth $3.01M. The position accounts for 0.48% of the portfolio, ranked #36.

Parkwoods Wealth Partners first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Parkwoods Wealth Partners held 2,513 shares of Eli Lilly worth $3.01M as of Q2 2026.
  • Parkwoods Wealth Partners bought 589 Eli Lilly shares in Q2 2026, an estimated $602K.
  • Eli Lilly made up 0.48% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Parkwoods Wealth Partners first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.