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Shared Vision Wealth Group’s Eli Lilly LLY Stock Holding History

Shared Vision Wealth Group’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 		$299K Buy
249
+1
+0.4% +$1.02K 0.1% 94
2026
Q1 		$228K Hold
248
– – 0.09% 89
2025
Q4 		$263K Buy
248
+1
+0.4% +$956 0.11% 86
2025
Q3 		$201K Buy
+247
New +$184K 0.09% 98
2025
Q2 		– Sell
-246
Closed -$204K – 86
2025
Q1 		$204K Buy
+246
New +$205K 0.11% 78
2024
Q4 		– Sell
-246
Closed -$218K – 77
2024
Q3 		$218K Buy
246
+1
+0.4% +$899 0.12% 71
2024
Q2 		$222K Buy
+245
New +$196K 0.13% 72

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

Shared Vision Wealth Group's LLY Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Eli Lilly (LLY) stake by 0.4% in Q2 2026, buying an estimated $1.02K and bringing the position to 249 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #94.

Shared Vision Wealth Group first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Shared Vision Wealth Group held 249 shares of Eli Lilly worth $299K as of Q2 2026.
  • Shared Vision Wealth Group bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.1% of Shared Vision Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Shared Vision Wealth Group first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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