Philip James Wealth Mangement’s Eli Lilly LLY Stock Holding History

Philip James Wealth Mangement’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	$5.09M	Sell	4,241 -54	-1%	-$55.2K	0.57%	40
2026 Q1	$3.95M	Buy	4,295 +8	+0.2%	+$8.11K	0.45%	45
2025 Q4	$4.61M	Sell	4,287 -199	-4%	-$190K	0.53%	42
2025 Q3	$3.42M	Buy	4,486 +7	+0.2%	+$5.21K	0.4%	53
2025 Q2	$3.49M	Sell	4,479 -1,500	-25%	-$1.17M	0.45%	48
2025 Q1	$4.94M	Sell	5,979 -216	-3%	-$180K	0.6%	40
2024 Q4	$4.78M	Sell	6,195 -599	-9%	-$496K	0.62%	40
2024 Q3	$6.02M	Buy	6,794 +6,346	+1,417%	+$5.71M	0.74%	32
2024 Q2	$406K	Sell	448 -220	-33%	-$176K	0.27%	37
2024 Q1	$520K	Buy	668 +1	+0.1%	+$712	0.37%	33
2023 Q4	$389K	Buy	+667	New	+$389K	0.3%	41

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

Philip James Wealth Mangement's LLY Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $55.2K and leaving 4,241 shares worth $5.09M. The position accounts for 0.57% of the portfolio, ranked #40.

Philip James Wealth Mangement first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.02M in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Philip James Wealth Mangement held 4,241 shares of Eli Lilly worth $5.09M as of Q2 2026.
Philip James Wealth Mangement sold 54 Eli Lilly shares in Q2 2026, an estimated $55.2K.
Eli Lilly made up 0.57% of Philip James Wealth Mangement's portfolio in Q2 2026, its #40 holding.
Philip James Wealth Mangement first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's Eli Lilly position peaked at $6.02M in Q3 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.