Quaker Wealth Management’s Eli Lilly LLY Stock Holding History

Quaker 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	$559K	Sell	466 -124	-21%	-$127K	0.16%	36
2026 Q1	$542K	Sell	590 -5	-0.8%	-$5.07K	0.17%	34
2025 Q4	$640K	Buy	595 +110	+23%	+$105K	0.2%	31
2025 Q3	$370K	Sell	485 -26	-5%	-$19.3K	0.12%	42
2025 Q2	$398K	Buy	+511	New	+$397K	0.13%	42
2024 Q3	$344K	Buy	+388	New	+$349K	0.13%	42
2024 Q1	$303K	Hold	389	–	–	0.12%	41
2023 Q4	$227K	Buy	389 +1	+0.3%	+$584	0.1%	47
2023 Q3	$209K	Buy	+388	New	+$200K	0.1%	43
2022 Q4	–	Sell	-842	Closed	-$272K	–	43
2022 Q3	$272K	Buy	+842	New	+$267K	0.14%	32
2022 Q1	–	Sell	-896	Closed	-$247K	–	52
2021 Q4	$247K	Buy	+896	New	+$227K	0.11%	44

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

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

Quaker Wealth Management reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $127K and leaving 466 shares worth $559K. The position accounts for 0.16% of the portfolio, ranked #36.

Quaker Wealth Management first reported a position in LLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $640K in Q4 2025. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Quaker Wealth Management held 466 shares of Eli Lilly worth $559K as of Q2 2026.
Quaker Wealth Management sold 124 Eli Lilly shares in Q2 2026, an estimated $127K.
Eli Lilly made up 0.16% of Quaker Wealth Management's portfolio in Q2 2026, its #36 holding.
Quaker Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 11 quarters since.
Quaker Wealth Management's Eli Lilly position peaked at $640K in Q4 2025.
4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.