Perissos Private Wealth Management’s Eli Lilly LLY Stock Holding History

Perissos Private 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	$389K	Buy	324 +35	+12%	+$35.8K	0.26%	55
2026 Q1	$266K	Hold	289	–	–	0.23%	58
2025 Q4	$310K	Hold	289	–	–	0.27%	53
2025 Q3	$220K	Buy	289 +1	+0.3%	+$744	0.16%	74
2025 Q2	$225K	Hold	288	–	–	0.18%	66
2025 Q1	$238K	Hold	288	–	–	0.22%	63
2024 Q4	$223K	Sell	288 -164	-36%	-$136K	0.17%	80
2024 Q3	$401K	Buy	+452	New	+$406K	0.32%	59

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

Perissos Private Wealth Management's LLY Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $35.8K and bringing the position to 324 shares worth $389K. The position accounts for 0.26% of the portfolio, ranked #55.

Perissos Private Wealth Management first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Perissos Private Wealth Management held 324 shares of Eli Lilly worth $389K as of Q2 2026.
Perissos Private Wealth Management bought 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
Eli Lilly made up 0.26% of Perissos Private Wealth Management's portfolio in Q2 2026, its #55 holding.
Perissos Private Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
Perissos Private Wealth Management's Eli Lilly position peaked at $401K in Q3 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.