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Puff Wealth Management’s Eli Lilly LLY Stock Holding History

Puff 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 		$341K Buy
+284
New +$290K 0.35% 62
2025
Q4 		$339K Buy
314
+17
+6% +$16.3K 0.44% 52
2025
Q3 		$226K Buy
297
+19
+7% +$14.1K 0.34% 56
2025
Q2 		$217K Sell
278
-8
-3% -$6.22K 0.16% 97
2025
Q1 		$236K Buy
+286
New +$238K 0.22% 76

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Puff Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 284 shares worth $341K. The stake represents 0.35% of the portfolio and ranks #62 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in LLY as recently as Q4 2025.

Puff Wealth Management first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Puff Wealth Management held 284 shares of Eli Lilly worth $341K as of Q2 2026.
  • Eli Lilly was a new Puff Wealth Management position in Q2 2026.
  • Eli Lilly made up 0.35% of Puff Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Puff Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • 961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.