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Paulson Wealth Management’s Eli Lilly LLY Stock Holding History

Paulson 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 		$1.34M Buy
1,118
+22
+2% +$22.5K 0.28% 41
2026
Q1 		$1.01M Sell
1,096
-7
-0.6% -$7.1K 0.24% 50
2025
Q4 		$1.19M Hold
1,103
– – 0.27% 40
2025
Q3 		$842K Sell
1,103
-22
-2% -$16.4K 0.2% 56
2025
Q2 		$877K Buy
1,125
+167
+17% +$130K 0.23% 50
2025
Q1 		$791K Sell
958
-141
-13% -$117K 0.22% 48
2024
Q4 		$848K Buy
1,099
+43
+4% +$35.6K 0.23% 48
2024
Q3 		$936K Buy
1,056
+7
+0.7% +$6.29K 0.25% 49
2024
Q2 		$950K Hold
1,049
– – 0.28% 43
2024
Q1 		$816K Sell
1,049
-20
-2% -$14.2K 0.24% 50
2023
Q4 		$623K Sell
1,069
-35
-3% -$20.4K 0.2% 58
2023
Q3 		$593K Buy
1,104
+258
+30% +$133K 0.21% 61
2023
Q2 		$397K Buy
846
+41
+5% +$17.2K 0.14% 83
2023
Q1 		$276K Hold
805
– – 0.12% 72
2022
Q4 		$295K Hold
805
– – 0.14% 67
2022
Q3 		$260K Hold
805
– – 0.14% 62
2022
Q2 		$261K Hold
805
– – 0.14% 62
2022
Q1 		$231K Hold
805
– – 0.11% 74
2021
Q4 		$222K Buy
+805
New +$204K 0.1% 81
2018
Q4 		– Sell
-2,261
Closed -$249K – 126
2018
Q3 		$249K Buy
+2,261
New +$226K 0.22% 106
2018
Q1 		– Sell
-2,053
Closed -$173K – 346
2017
Q4 		$173K Buy
+2,053
New +$175K 0.15% 119

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

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

Paulson Wealth Management increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,118 shares worth $1.34M. The position accounts for 0.28% of the portfolio, ranked #41.

Paulson Wealth Management first reported a position in LLY in Q4 2017 and has held it in 21 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Paulson Wealth Management held 1,118 shares of Eli Lilly worth $1.34M as of Q2 2026.
  • Paulson Wealth Management bought 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
  • Eli Lilly made up 0.28% of Paulson Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Paulson Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 21 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.