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Principia Wealth Advisory’s Eli Lilly LLY Stock Holding History

Principia Wealth Advisory’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 		$200K Buy
167
+19
+13% +$19.4K 0.1% 74
2026
Q1 		$136K Buy
148
+104
+236% +$105K 0.08% 87
2025
Q4 		$47.3K Buy
44
+5
+13% +$4.78K 0.03% 129
2025
Q3 		$29.8K Buy
39
+5
+15% +$3.72K 0.02% 148
2025
Q2 		$26.5K Buy
34
+9
+36% +$6.99K 0.02% 128
2025
Q1 		$18.8K Buy
25
+6
+32% +$4.99K 0.02% 112
2024
Q4 		$14.7K Buy
+19
New +$15.7K 0.01% 112

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

Principia Wealth Advisory's LLY Position: Q2 2026 in Review

Principia Wealth Advisory increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $19.4K and bringing the position to 167 shares worth $200K. The position accounts for 0.1% of the portfolio, ranked #74.

Principia Wealth Advisory first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Principia Wealth Advisory held 167 shares of Eli Lilly worth $200K as of Q2 2026.
  • Principia Wealth Advisory bought 19 Eli Lilly shares in Q2 2026, an estimated $19.4K.
  • Eli Lilly made up 0.1% of Principia Wealth Advisory's portfolio in Q2 2026, its #74 holding.
  • Principia Wealth Advisory first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.