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Peloton Wealth Strategists’s Eli Lilly LLY Stock Holding History

Peloton Wealth Strategists’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 		$1.39M Sell
1,161
-25
-2% -$25.5K 0.51% 57
2026
Q1 		$1.09M Buy
1,186
+10
+0.9% +$10.1K 0.44% 60
2025
Q4 		$1.26M Buy
1,176
+46
+4% +$44K 0.49% 63
2025
Q3 		$862K Buy
1,130
+3
+0.3% +$2.23K 0.34% 71
2025
Q2 		$878K Buy
1,127
+16
+1% +$12.4K 0.35% 68
2025
Q1 		$918K Buy
1,111
+44
+4% +$36.6K 0.38% 67
2024
Q4 		$824K Sell
1,067
-250
-19% -$207K 0.33% 67
2024
Q3 		$1.17M Sell
1,317
-49
-4% -$44.1K 0.46% 63
2024
Q2 		$1.24M Buy
1,366
+161
+13% +$129K 0.51% 60
2024
Q1 		$938K Hold
1,205
– – 0.38% 66
2023
Q4 		$702K Buy
1,205
+1
+0.1% +$584 0.3% 69
2023
Q3 		$647K Hold
1,204
– – 0.3% 72
2023
Q2 		$565K Buy
1,204
+1
+0.1% +$419 0.25% 72
2023
Q1 		$413K Buy
1,203
+303
+34% +$102K 0.19% 74
2022
Q4 		$329K Hold
900
– – 0.16% 79
2022
Q3 		$291K Hold
900
– – 0.15% 80
2022
Q2 		$292K Hold
900
– – 0.14% 79
2022
Q1 		$258K Buy
+900
New +$232K 0.11% 82

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

Peloton Wealth Strategists's LLY Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $25.5K and leaving 1,161 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #57.

Peloton Wealth Strategists first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peloton Wealth Strategists held 1,161 shares of Eli Lilly worth $1.39M as of Q2 2026.
  • Peloton Wealth Strategists sold 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
  • Eli Lilly made up 0.51% of Peloton Wealth Strategists's portfolio in Q2 2026, its #57 holding.
  • Peloton Wealth Strategists first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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