PWM
LLY icon

Peterson Wealth Management’s Eli Lilly LLY Stock Holding History

Peterson 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 		$4.56M Buy
3,798
+3,470
+1,058% +$3.55M 2.12% 14
2026
Q1 		$302K Buy
328
+62
+23% +$62.9K 0.17% 38
2025
Q4 		$286K Buy
+266
New +$254K 0.21% 35
2025
Q3 		– Sell
-4,047
Closed -$3.15M – 41
2025
Q2 		$3.15M Sell
4,047
-110
-3% -$85.5K 1.87% 23
2025
Q1 		$3.43M Sell
4,157
-794
-16% -$661K 2.31% 16
2024
Q4 		$3.82M Buy
4,951
+1,065
+27% +$882K 2.27% 17
2024
Q3 		$3.44M Sell
3,886
-801
-17% -$720K 2.2% 17
2024
Q2 		$4.24M Buy
4,687
+1,198
+34% +$958K 2.62% 14
2024
Q1 		$2.71M Buy
3,489
+700
+25% +$498K 1.96% 18
2023
Q4 		$1.63M Sell
2,789
-285
-9% -$166K 1.46% 22
2023
Q3 		$1.65M Sell
3,074
-1,062
-26% -$547K 1.36% 21
2023
Q2 		$1.94M Buy
4,136
+29
+0.7% +$12.2K 1.54% 16
2023
Q1 		$1.41M Buy
4,107
+1,115
+37% +$376K 1.35% 21
2022
Q4 		$1.09M Sell
2,992
-1,327
-31% -$470K 1.12% 26
2022
Q3 		$1.4M Buy
4,319
+127
+3% +$40.2K 1.3% 23
2022
Q2 		$1.36M Buy
4,192
+28
+0.7% +$8.4K 1.76% 19
2022
Q1 		$1.19M Buy
+4,164
New +$1.07M 0.8% 38

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 Management's LLY Position: Q2 2026 in Review

Peterson Wealth Management increased its Eli Lilly (LLY) stake by 1,058% in Q2 2026, buying an estimated $3.55M and bringing the position to 3,798 shares worth $4.56M. The position accounts for 2.12% of the portfolio, ranked #14.

Peterson Wealth Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peterson Wealth Management held 3,798 shares of Eli Lilly worth $4.56M as of Q2 2026.
  • Peterson Wealth Management bought 3,470 Eli Lilly shares in Q2 2026, an estimated $3.55M.
  • Eli Lilly made up 2.12% of Peterson Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Peterson Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.