Portside Wealth Group’s Eli Lilly LLY Stock Holding History

Portside Wealth Group’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	$6.86M	Sell	5,720 -509	-8%	-$520K	0.8%	21
2026 Q1	$5.73M	Sell	6,229 -1,985	-24%	-$2.01M	0.78%	25
2025 Q4	$8.83M	Sell	8,214 -466	-5%	-$446K	1.19%	15
2025 Q3	$6.62M	Sell	8,680 -365	-4%	-$272K	0.91%	21
2025 Q2	$7.05M	Sell	9,045 -353	-4%	-$274K	1.04%	17
2025 Q1	$7.76M	Buy	9,398 +2,538	+37%	+$2.11M	1.27%	11
2024 Q4	$5.3M	Buy	6,860 +3,702	+117%	+$3.07M	0.88%	23
2024 Q3	$2.8M	Buy	3,158 +365	+13%	+$328K	0.48%	59
2024 Q2	$2.53M	Sell	2,793 -271	-9%	-$217K	0.48%	55
2024 Q1	$2.38M	Sell	3,064 -51	-2%	-$36.3K	0.44%	64
2023 Q4	$1.82M	Buy	3,115 +9	+0.3%	+$5.25K	0.34%	82
2023 Q3	$1.68M	Buy	3,106 +2,103	+210%	+$1.08M	0.32%	84
2023 Q2	$470K	Buy	+1,003	New	+$421K	0.09%	201

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

Portside Wealth Group's LLY Position: Q2 2026 in Review

Portside Wealth Group reduced its Eli Lilly (LLY) stake by 8.2% in Q2 2026, selling an estimated $520K and leaving 5,720 shares worth $6.86M. The position accounts for 0.8% of the portfolio, ranked #21.

Portside Wealth Group first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.83M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Portside Wealth Group held 5,720 shares of Eli Lilly worth $6.86M as of Q2 2026.
Portside Wealth Group sold 509 Eli Lilly shares in Q2 2026, an estimated $520K.
Eli Lilly made up 0.8% of Portside Wealth Group's portfolio in Q2 2026, its #21 holding.
Portside Wealth Group first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Eli Lilly position peaked at $8.83M in Q4 2025.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.