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Rialto Wealth Management’s Eli Lilly LLY Stock Holding History

Rialto 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 		$276K Sell
230
-4
-2% -$4.09K 0.05% 147
2026
Q1 		$216K Sell
234
-43
-16% -$43.6K 0.05% 155
2025
Q4 		$298K Buy
277
+119
+75% +$114K 0.07% 128
2025
Q3 		$121K Sell
158
-8
-5% -$5.95K 0.03% 185
2025
Q2 		$130K Sell
166
-1
-0.6% -$777 0.04% 176
2025
Q1 		$138K Buy
167
+11
+7% +$9.15K 0.04% 169
2024
Q4 		$121K Buy
+156
New +$129K 0.04% 182

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

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

Rialto Wealth Management reduced its Eli Lilly (LLY) stake by 1.7% in Q2 2026, selling an estimated $4.09K and leaving 230 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #147.

Rialto Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rialto Wealth Management held 230 shares of Eli Lilly worth $276K as of Q2 2026.
  • Rialto Wealth Management sold 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Rialto Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Eli Lilly position peaked at $298K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.