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Retirement Solution’s Eli Lilly LLY Stock Holding History

Retirement Solution’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 		$610K Buy
509
+104
+26% +$106K 0.12% 36
2026
Q1 		$373K Buy
+405
New +$411K 0.09% 32
2021
Q4 		– Sell
-1,065
Closed -$246K – 46
2021
Q3 		$246K Buy
+1,065
New +$263K 0.11% 40

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

Retirement Solution's LLY Position: Q2 2026 in Review

Retirement Solution increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $106K and bringing the position to 509 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #36.

Retirement Solution first reported a position in LLY in Q3 2021 and has held it in 3 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Retirement Solution held 509 shares of Eli Lilly worth $610K as of Q2 2026.
  • Retirement Solution bought 104 Eli Lilly shares in Q2 2026, an estimated $106K.
  • Eli Lilly made up 0.12% of Retirement Solution's portfolio in Q2 2026, its #36 holding.
  • Retirement Solution first reported a position in Eli Lilly in Q3 2021 and has held it in 3 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.