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Private Wealth Management Group’s Eli Lilly LLY Stock Holding History

Private Wealth Management 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 		$297K Buy
248
+59
+31% +$60.3K 0.07% 86
2026
Q1 		$174K Sell
189
-7
-4% -$7.1K 0.05% 90
2025
Q4 		$211K Sell
196
-1
-0.5% -$956 0.06% 85
2025
Q3 		$150K Buy
197
+7
+4% +$5.21K 0.04% 102
2025
Q2 		$148K Buy
190
+29
+18% +$22.5K 0.05% 99
2025
Q1 		$133K Buy
161
+26
+19% +$21.6K 0.05% 98
2024
Q4 		$104K Sell
135
-18
-12% -$14.9K 0.04% 110
2024
Q3 		$136K Sell
153
-2
-1% -$1.8K 0.05% 88
2024
Q2 		$140K Sell
155
-17
-10% -$13.6K 0.06% 88
2024
Q1 		$134K Sell
172
-2
-1% -$1.42K 0.06% 82
2023
Q4 		$101K Buy
+174
New +$102K 0.05% 98

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

Private Wealth Management Group's LLY Position: Q2 2026 in Review

Private Wealth Management Group increased its Eli Lilly (LLY) stake by 31% in Q2 2026, buying an estimated $60.3K and bringing the position to 248 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #86.

Private Wealth Management Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Private Wealth Management Group held 248 shares of Eli Lilly worth $297K as of Q2 2026.
  • Private Wealth Management Group bought 59 Eli Lilly shares in Q2 2026, an estimated $60.3K.
  • Eli Lilly made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #86 holding.
  • Private Wealth Management Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.