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Signature Wealth Management Partners’s Eli Lilly LLY Stock Holding History

Signature Wealth Management Partners’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 		$1.23M Buy
1,024
+5
+0.5% +$5.11K 0.57% 36
2026
Q1 		$937K Sell
1,019
-24
-2% -$24.3K 0.47% 39
2025
Q4 		$1.12M Buy
1,043
+4
+0.4% +$3.83K 0.55% 37
2025
Q3 		$793K Buy
1,039
+61
+6% +$45.4K 0.42% 48
2025
Q2 		$763K Buy
978
+197
+25% +$153K 0.44% 45
2025
Q1 		$645K Buy
781
+270
+53% +$225K 0.42% 45
2024
Q4 		$395K Buy
511
+100
+24% +$82.8K 0.27% 67
2024
Q3 		$364K Buy
411
+123
+43% +$111K 0.26% 70
2024
Q2 		$261K Buy
+288
New +$230K 0.2% 85

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

Signature Wealth Management Partners's LLY Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Eli Lilly (LLY) stake by 0.49% in Q2 2026, buying an estimated $5.11K and bringing the position to 1,024 shares worth $1.23M. The position accounts for 0.57% of the portfolio, ranked #36.

Signature Wealth Management Partners 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.

  • Signature Wealth Management Partners held 1,024 shares of Eli Lilly worth $1.23M as of Q2 2026.
  • Signature Wealth Management Partners bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.57% of Signature Wealth Management Partners's portfolio in Q2 2026, its #36 holding.
  • Signature Wealth Management Partners 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 Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.