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Seaside Wealth Management’s Eli Lilly LLY Stock Holding History

Seaside 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 		$853K Buy
711
+6
+0.9% +$6.13K 0.21% 30
2026
Q1 		$648K Buy
705
+7
+1% +$7.1K 0.18% 34
2025
Q4 		$750K Buy
698
+7
+1% +$6.69K 0.21% 30
2025
Q3 		$527K Hold
691
– – 0.16% 38
2025
Q2 		$539K Buy
691
+26
+4% +$20.2K 0.17% 37
2025
Q1 		$549K Buy
665
+15
+2% +$12.5K 0.2% 31
2024
Q4 		$502K Hold
650
– – 0.18% 34
2024
Q3 		$576K Hold
650
– – 0.22% 31
2024
Q2 		$588K Buy
+650
New +$520K 0.24% 29

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 $3.38T AUM 44.17% 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

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

Seaside Wealth Management increased its Eli Lilly (LLY) stake by 0.85% in Q2 2026, buying an estimated $6.13K and bringing the position to 711 shares worth $853K. The position accounts for 0.21% of the portfolio, ranked #30.

Seaside Wealth Management first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Seaside Wealth Management held 711 shares of Eli Lilly worth $853K as of Q2 2026.
  • Seaside Wealth Management bought 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
  • Eli Lilly made up 0.21% of Seaside Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Seaside Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.