Power Wealth Management’s Eli Lilly LLY Stock Holding History

Power 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	$1.26M	Sell	1,052 -422	-29%	-$431K	0.43%	35
2026 Q1	$1.36M	Sell	1,474 -87	-6%	-$88.2K	0.5%	37
2025 Q4	$1.68M	Sell	1,561 -145	-8%	-$139K	0.59%	33
2025 Q3	$1.3M	Buy	1,706 +1,109	+186%	+$825K	0.47%	37
2025 Q2	$465K	Buy	+597	New	+$464K	0.18%	67
2024 Q4	–	Sell	-266	Closed	-$236K	–	95
2024 Q3	$236K	Buy	266 +25	+10%	+$22.5K	0.1%	86
2024 Q2	$218K	Buy	+241	New	+$193K	0.1%	94

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

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

Power Wealth Management reduced its Eli Lilly (LLY) stake by 29% in Q2 2026, selling an estimated $431K and leaving 1,052 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #35.

Power Wealth Management first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Power Wealth Management held 1,052 shares of Eli Lilly worth $1.26M as of Q2 2026.
Power Wealth Management sold 422 Eli Lilly shares in Q2 2026, an estimated $431K.
Eli Lilly made up 0.43% of Power Wealth Management's portfolio in Q2 2026, its #35 holding.
Power Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
Power Wealth Management's Eli Lilly position peaked at $1.68M in Q4 2025.
4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.