Provident Wealth Management’s Eli Lilly LLY Stock Holding History

Provident Wealth Management’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	$1.6M	Buy	1,334 +6	+0.5%	+$6.13K	0.41%	31
2026 Q1	$1.22M	Hold	1,328	–	–	0.37%	32
2025 Q4	$1.43M	Hold	1,328	–	–	0.42%	31
2025 Q3	$1.01M	Hold	1,328	–	–	0.31%	33
2025 Q2	$1.04M	Sell	1,328 -4	-0.3%	-$3.11K	0.34%	32
2025 Q1	$1.1M	Hold	1,332	–	–	0.38%	30
2024 Q4	$1.03M	Sell	1,332 -23	-2%	-$19K	0.34%	33
2024 Q3	$1.2M	Buy	1,355 +22	+2%	+$19.8K	0.41%	32
2024 Q2	$1.21M	Buy	1,333 +33	+3%	+$26.4K	0.44%	35
2024 Q1	$1.01M	Hold	1,300	–	–	0.38%	35
2023 Q4	$758K	Hold	1,300	–	–	0.33%	36
2023 Q3	$698K	Hold	1,300	–	–	0.34%	37
2023 Q2	$610K	Buy	1,300 +4	+0.3%	+$1.68K	0.3%	37
2023 Q1	$445K	Hold	1,296	–	–	0.23%	38
2022 Q4	$474K	Sell	1,296 -16	-1%	-$5.67K	0.28%	35
2022 Q3	$424K	Sell	1,312 -19	-1%	-$6.02K	0.26%	36
2022 Q2	$432K	Sell	1,331 -12	-0.9%	-$3.6K	0.27%	37
2022 Q1	$385K	Buy	1,343 +496	+59%	+$128K	0.23%	48
2021 Q4	$234K	Buy	+847	New	+$215K	0.15%	51
2020 Q4	–	Sell	-838	Closed	-$124K	–	172
2020 Q3	$124K	Buy	+838	New	+$130K	0.14%	58

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Provident Wealth Management's LLY Position: Q2 2026 in Review

Provident Wealth Management increased its Eli Lilly (LLY) stake by 0.45% in Q2 2026, buying an estimated $6.13K and bringing the position to 1,334 shares worth $1.6M. The position accounts for 0.41% of the portfolio, ranked #31.

Provident Wealth Management first reported a position in LLY in Q3 2020 and has held it in 20 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Provident Wealth Management held 1,334 shares of Eli Lilly worth $1.6M as of Q2 2026.
Provident Wealth Management bought 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
Eli Lilly made up 0.41% of Provident Wealth Management's portfolio in Q2 2026, its #31 holding.
Provident Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 20 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.