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Peterson Wealth Advisors’s Eli Lilly LLY Stock Holding History

Peterson Wealth 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 		$906K Buy
755
+7
+0.9% +$7.15K 0.11% 50
2026
Q1 		$688K Sell
748
-117
-14% -$119K 0.09% 51
2025
Q4 		$930K Buy
865
+21
+2% +$20.1K 0.12% 46
2025
Q3 		$712K Buy
844
+5
+0.6% +$3.72K 0.11% 53
2025
Q2 		$654K Buy
839
+35
+4% +$27.2K 0.11% 55
2025
Q1 		$582K Buy
804
+1
+0.1% +$832 0.11% 52
2024
Q4 		$628K Buy
803
+87
+12% +$72K 0.11% 49
2024
Q3 		$634K Buy
716
+56
+8% +$50.3K 0.12% 44
2024
Q2 		$598K Buy
660
+10
+2% +$8K 0.13% 44
2024
Q1 		$506K Sell
650
-26
-4% -$18.5K 0.11% 45
2023
Q4 		$394K Buy
676
+25
+4% +$14.6K 0.09% 47
2023
Q3 		$350K Sell
651
-11
-2% -$5.67K 0.09% 47
2023
Q2 		$305K Hold
662
– – 0.08% 51
2023
Q1 		$227K Hold
662
– – 0.06% 59
2022
Q4 		$242K Hold
662
– – 0.07% 55
2022
Q3 		$214K Buy
662
+11
+2% +$3.48K 0.07% 56
2022
Q2 		$211K Buy
+651
New +$195K 0.07% 54

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

Peterson Wealth Advisors's LLY Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Eli Lilly (LLY) stake by 0.94% in Q2 2026, buying an estimated $7.15K and bringing the position to 755 shares worth $906K. The position accounts for 0.11% of the portfolio, ranked #50.

Peterson Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $930K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peterson Wealth Advisors held 755 shares of Eli Lilly worth $906K as of Q2 2026.
  • Peterson Wealth Advisors bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.11% of Peterson Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Peterson Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • Peterson Wealth Advisors's Eli Lilly position peaked at $930K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.