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Precedent Wealth Partners’s Eli Lilly LLY Stock Holding History

Precedent Wealth Partners’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 		$452K Buy
377
+56
+17% +$57.2K 0.08% 151
2026
Q1 		$295K Sell
321
-13
-4% -$13.2K 0.06% 147
2025
Q4 		$359K Buy
334
+58
+21% +$55.5K 0.08% 145
2025
Q3 		$211K Sell
276
-18
-6% -$13.4K 0.05% 165
2025
Q2 		$229K Buy
294
+39
+15% +$30.3K 0.06% 162
2025
Q1 		$211K Buy
+255
New +$212K 0.06% 151

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

Precedent Wealth Partners's LLY Position: Q2 2026 in Review

Precedent Wealth Partners increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $57.2K and bringing the position to 377 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #151.

Precedent Wealth Partners first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Precedent Wealth Partners held 377 shares of Eli Lilly worth $452K as of Q2 2026.
  • Precedent Wealth Partners bought 56 Eli Lilly shares in Q2 2026, an estimated $57.2K.
  • Eli Lilly made up 0.08% of Precedent Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Precedent Wealth Partners first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.