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Petros Family Wealth’s Eli Lilly LLY Stock Holding History

Petros Family Wealth’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 		$692K Buy
577
+355
+160% +$363K 0.42% 58
2026
Q1 		$204K Sell
222
-225
-50% -$228K 0.15% 128
2025
Q4 		$480K Buy
447
+97
+28% +$92.7K 0.32% 80
2025
Q3 		$267K Sell
350
-7
-2% -$5.21K 0.22% 108
2025
Q2 		$278K Sell
357
-2
-0.6% -$1.55K 0.25% 104
2025
Q1 		$297K Buy
359
+48
+15% +$39.9K 0.33% 87
2024
Q4 		$240K Buy
+311
New +$258K 0.26% 106

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

Petros Family Wealth's LLY Position: Q2 2026 in Review

Petros Family Wealth increased its Eli Lilly (LLY) stake by 160% in Q2 2026, buying an estimated $363K and bringing the position to 577 shares worth $692K. The position accounts for 0.42% of the portfolio, ranked #58.

Petros Family Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Petros Family Wealth held 577 shares of Eli Lilly worth $692K as of Q2 2026.
  • Petros Family Wealth bought 355 Eli Lilly shares in Q2 2026, an estimated $363K.
  • Eli Lilly made up 0.42% of Petros Family Wealth's portfolio in Q2 2026, its #58 holding.
  • Petros Family Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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