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Principle Wealth Partners’s Eli Lilly LLY Stock Holding History

Principle 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 		$14.3M Sell
11,921
-253
-2% -$258K 0.71% 30
2026
Q1 		$11.2M Sell
12,174
-500
-4% -$507K 0.64% 35
2025
Q4 		$13.6M Buy
12,674
+5,872
+86% +$5.61M 0.77% 27
2025
Q3 		$5.19M Buy
6,802
+47
+0.7% +$35K 0.3% 68
2025
Q2 		$5.27M Buy
6,755
+139
+2% +$108K 0.33% 66
2025
Q1 		$5.47M Buy
6,616
+73
+1% +$60.7K 0.39% 61
2024
Q4 		$5.05M Sell
6,543
-34
-0.5% -$28.2K 0.35% 63
2024
Q3 		$5.83M Sell
6,577
-36
-0.5% -$32.4K 0.41% 56
2024
Q2 		$5.99M Buy
6,613
+104
+2% +$83.2K 0.46% 51
2024
Q1 		$5.06M Buy
6,509
+87
+1% +$61.9K 0.4% 64
2023
Q4 		$3.74M Buy
6,422
+620
+11% +$362K 0.32% 78
2023
Q3 		$3.12M Buy
5,802
+161
+3% +$83K 0.31% 77
2023
Q2 		$2.65M Buy
5,641
+39
+0.7% +$16.4K 0.27% 85
2023
Q1 		$1.92M Buy
5,602
+2,205
+65% +$744K 0.21% 99
2022
Q4 		$1.24M Buy
3,397
+150
+5% +$53.2K 0.14% 115
2022
Q3 		$1.05K Hold
3,247
– – 0.1% 115
2022
Q2 		$1.05M Hold
3,247
– – 0.13% 125
2022
Q1 		$930K Hold
3,247
– – 0.1% 145
2021
Q4 		$897K Buy
3,247
+2
+0.1% +$507 0.09% 145
2021
Q3 		$750K Hold
3,245
– – 0.09% 155
2021
Q2 		$745K Sell
3,245
-1,200
-27% -$241K 0.08% 155
2021
Q1 		$830K Hold
4,445
– – 0.1% 139
2020
Q4 		$750K Buy
4,445
+2,520
+131% +$376K 0.1% 140
2020
Q3 		$285K Hold
1,925
– – 0.08% 126
2020
Q2 		$316K Hold
1,925
– – 0.09% 112
2020
Q1 		$267K Hold
1,925
– – 0.1% 115
2019
Q4 		$253K Sell
1,925
-535
-22% -$62K 0.08% 145
2019
Q3 		$275K Buy
+2,460
New +$274K 0.1% 133
2019
Q2 		– Sell
-1,735
Closed -$225K – 142
2019
Q1 		$225K Sell
1,735
-225
-11% -$27.4K 0.13% 117
2018
Q4 		$227K Buy
+1,960
New +$219K 0.19% 100

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Principle Wealth Partners reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $258K and leaving 11,921 shares worth $14.3M. The position accounts for 0.71% of the portfolio, ranked #30.

Principle Wealth Partners first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Principle Wealth Partners held 11,921 shares of Eli Lilly worth $14.3M as of Q2 2026.
  • Principle Wealth Partners sold 253 Eli Lilly shares in Q2 2026, an estimated $258K.
  • Eli Lilly made up 0.71% of Principle Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Principle Wealth Partners first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.