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Silverlake Wealth Management’s Eli Lilly LLY Stock Holding History

Silverlake 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 		$2.15M Sell
1,793
-68
-4% -$69.5K 0.41% 72
2026
Q1 		$1.71M Sell
1,861
-175
-9% -$177K 0.36% 87
2025
Q4 		$2.19M Buy
2,036
+2
+0.1% +$1.91K 0.49% 55
2025
Q3 		$1.55M Sell
2,034
-3
-0.1% -$2.23K 0.38% 87
2025
Q2 		$1.59M Buy
2,037
+937
+85% +$728K 0.46% 70
2025
Q1 		$908K Sell
1,100
-29
-3% -$24.1K 0.34% 78
2024
Q4 		$871K Hold
1,129
– – 0.33% 81
2024
Q3 		$1,000K Sell
1,129
-69
-6% -$62K 0.38% 69
2024
Q2 		$1.09M Sell
1,198
-6
-0.5% -$4.8K 0.45% 61
2024
Q1 		$937K Sell
1,204
-7
-0.6% -$4.98K 0.48% 53
2023
Q4 		$706K Buy
1,211
+7
+0.6% +$4.09K 0.39% 64
2023
Q3 		$647K Sell
1,204
-40
-3% -$20.6K 0.36% 73
2023
Q2 		$583K Sell
1,244
-54
-4% -$22.6K 0.32% 75
2023
Q1 		$446K Sell
1,298
-4
-0.3% -$1.35K 0.27% 94
2022
Q4 		$476K Hold
1,302
– – 0.3% 80
2022
Q3 		$421K Sell
1,302
-2
-0.2% -$634 0.29% 89
2022
Q2 		$423K Buy
1,304
+1
+0.1% +$300 0.28% 94
2022
Q1 		$373K Hold
1,303
– – 0.21% 132
2021
Q4 		$360K Buy
+1,303
New +$330K 0.19% 130

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

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

Silverlake Wealth Management reduced its Eli Lilly (LLY) stake by 3.7% in Q2 2026, selling an estimated $69.5K and leaving 1,793 shares worth $2.15M. The position accounts for 0.41% of the portfolio, ranked #72.

Silverlake Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2025. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Silverlake Wealth Management held 1,793 shares of Eli Lilly worth $2.15M as of Q2 2026.
  • Silverlake Wealth Management sold 68 Eli Lilly shares in Q2 2026, an estimated $69.5K.
  • Eli Lilly made up 0.41% of Silverlake Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Silverlake Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Eli Lilly position peaked at $2.19M in Q4 2025.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.