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Pension & Wealth Management Advisors’s Eli Lilly LLY Stock Holding History

Pension & Wealth Management 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 		$231K Buy
192
+188
+4,700% +$192K 0.06% 166
2026
Q1 		$3.71K Hold
4
– – ﹤0.01% 443
2025
Q4 		$4.32K Hold
4
– – ﹤0.01% 446
2025
Q3 		$3.06K Sell
4
-22
-85% -$16.4K ﹤0.01% 464
2025
Q2 		$20.3K Buy
26
+4
+18% +$3.11K 0.01% 326
2025
Q1 		$18.2K Buy
22
+11
+100% +$9.15K 0.01% 335
2024
Q4 		$8.49K Hold
11
– – ﹤0.01% 375
2024
Q3 		$9.74K Buy
+11
New +$9.89K 0.01% 298

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pension & Wealth Management Advisors's LLY Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Eli Lilly (LLY) stake by 4,700% in Q2 2026, buying an estimated $192K and bringing the position to 192 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #166.

Pension & Wealth Management Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pension & Wealth Management Advisors held 192 shares of Eli Lilly worth $231K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 188 Eli Lilly shares in Q2 2026, an estimated $192K.
  • Eli Lilly made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #166 holding.
  • Pension & Wealth Management Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.