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REDW Wealth’s Eli Lilly LLY Stock Holding History

REDW Wealth’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 		$319K Buy
266
+21
+9% +$21.5K 0.11% 88
2026
Q1 		$225K Sell
245
-6
-2% -$6.08K 0.09% 95
2025
Q4 		$270K Buy
+251
New +$240K 0.1% 92
2024
Q4 		– Sell
-363
Closed -$322K – 143
2024
Q3 		$322K Hold
363
– – 0.08% 122
2024
Q2 		$329K Hold
363
– – 0.09% 117
2024
Q1 		$282K Hold
363
– – 0.08% 128
2023
Q4 		$212K Buy
+363
New +$212K 0.06% 142

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

REDW Wealth's LLY Position: Q2 2026 in Review

REDW Wealth increased its Eli Lilly (LLY) stake by 8.6% in Q2 2026, buying an estimated $21.5K and bringing the position to 266 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #88.

REDW Wealth first reported a position in LLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $329K in Q2 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • REDW Wealth held 266 shares of Eli Lilly worth $319K as of Q2 2026.
  • REDW Wealth bought 21 Eli Lilly shares in Q2 2026, an estimated $21.5K.
  • Eli Lilly made up 0.11% of REDW Wealth's portfolio in Q2 2026, its #88 holding.
  • REDW Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 7 quarters since.
  • REDW Wealth's Eli Lilly position peaked at $329K in Q2 2024.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.