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Prosperity Consulting Group’s Eli Lilly LLY Stock Holding History

Prosperity Consulting 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 		$13.5M Buy
11,223
+715
+7% +$731K 0.51% 35
2026
Q1 		$9.67M Buy
10,508
+488
+5% +$495K 0.43% 45
2025
Q4 		$10.8M Buy
10,020
+139
+1% +$133K 0.48% 36
2025
Q3 		$7.54M Buy
9,881
+601
+6% +$447K 0.37% 50
2025
Q2 		$7.23M Sell
9,280
-276
-3% -$214K 0.53% 42
2025
Q1 		$7.89M Sell
9,556
-97
-1% -$80.7K 0.61% 37
2024
Q4 		$7.45M Buy
9,653
+1,308
+16% +$1.08M 0.56% 36
2024
Q3 		$7.39M Buy
8,345
+5,066
+154% +$4.55M 0.58% 38
2024
Q2 		$2.97M Sell
3,279
-116
-3% -$92.8K 0.4% 65
2024
Q1 		$2.64M Buy
3,395
+2,211
+187% +$1.57M 0.33% 84
2023
Q4 		$690K Buy
1,184
+570
+93% +$333K 0.23% 83
2023
Q3 		$330K Buy
+614
New +$316K 0.15% 108

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

Prosperity Consulting Group's LLY Position: Q2 2026 in Review

Prosperity Consulting Group increased its Eli Lilly (LLY) stake by 6.8% in Q2 2026, buying an estimated $731K and bringing the position to 11,223 shares worth $13.5M. The position accounts for 0.51% of the portfolio, ranked #35.

Prosperity Consulting Group first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prosperity Consulting Group held 11,223 shares of Eli Lilly worth $13.5M as of Q2 2026.
  • Prosperity Consulting Group bought 715 Eli Lilly shares in Q2 2026, an estimated $731K.
  • Eli Lilly made up 0.51% of Prosperity Consulting Group's portfolio in Q2 2026, its #35 holding.
  • Prosperity Consulting Group first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.