Peterson Wealth Services’s Eli Lilly LLY Stock Holding History

Peterson Wealth Services’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	$5.89M	Buy	4,914 +12	+0.2%	+$12.3K	1.29%	20
2026 Q1	$4.51M	Buy	4,902 +298	+6%	+$302K	1.11%	22
2025 Q4	$4.95M	Sell	4,604 -2,630	-36%	-$2.51M	1.27%	20
2025 Q3	$3.51M	Buy	7,234 +2,634	+57%	+$1.96M	0.87%	32
2025 Q2	$3.59M	Buy	4,600 +84	+2%	+$65.3K	0.98%	28
2025 Q1	$3.73M	Buy	4,516 +138	+3%	+$115K	1.16%	26
2024 Q4	$3.38M	Sell	4,378 -239	-5%	-$198K	1.01%	26
2024 Q3	$4.09M	Buy	4,617 +100	+2%	+$89.9K	1.31%	21
2024 Q2	$4.09M	Buy	4,517 +30	+0.7%	+$24K	1.43%	20
2024 Q1	$3.49M	Buy	+4,487	New	+$3.19M	1.27%	25

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Peterson Wealth Services increased its Eli Lilly (LLY) stake by 0.24% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,914 shares worth $5.89M. The position accounts for 1.29% of the portfolio, ranked #20.

Peterson Wealth Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Peterson Wealth Services held 4,914 shares of Eli Lilly worth $5.89M as of Q2 2026.
Peterson Wealth Services bought 12 Eli Lilly shares in Q2 2026, an estimated $12.3K.
Eli Lilly made up 1.29% of Peterson Wealth Services's portfolio in Q2 2026, its #20 holding.
Peterson Wealth Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.