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Pines Wealth Management’s Eli Lilly LLY Stock Holding History

Pines 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 		$5.72M Sell
4,765
-50
-1% -$51.1K 1.64% 11
2026
Q1 		$4.43M Buy
4,815
+62
+1% +$62.9K 1.43% 16
2025
Q4 		$5.11M Buy
4,753
+102
+2% +$97.5K 1.65% 15
2025
Q3 		$3.55M Buy
4,651
+281
+6% +$209K 1.2% 17
2025
Q2 		$3.41M Buy
4,370
+291
+7% +$226K 1.21% 16
2025
Q1 		$2.96M Buy
4,079
+530
+15% +$441K 1.37% 16
2024
Q4 		$2.84M Buy
+3,549
New +$2.94M 1.24% 18

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

Pines Wealth Management's LLY Position: Q2 2026 in Review

Pines Wealth Management reduced its Eli Lilly (LLY) stake by 1% in Q2 2026, selling an estimated $51.1K and leaving 4,765 shares worth $5.72M. The position accounts for 1.64% of the portfolio, ranked #11.

Pines Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pines Wealth Management held 4,765 shares of Eli Lilly worth $5.72M as of Q2 2026.
  • Pines Wealth Management sold 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 1.64% of Pines Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Pines Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.