SWM
LLY icon

SK Wealth Management’s Eli Lilly LLY Stock Holding History

SK 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 		$374K Sell
303
-8
-3% -$8.17K 0.08% 60
2026
Q1 		$288K Buy
311
+3
+1% +$3.04K 0.08% 65
2025
Q4 		$315K Sell
308
-23
-7% -$22K 0.09% 63
2025
Q3 		$283K Buy
331
+26
+9% +$19.3K 0.11% 70
2025
Q2 		$240K Buy
305
+6
+2% +$4.66K 0.1% 70
2025
Q1 		$244K Buy
299
+1
+0.3% +$832 0.13% 63
2024
Q4 		$230K Hold
298
– – 0.12% 61
2024
Q3 		$234K Buy
+298
New +$268K 0.12% 61

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

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

SK Wealth Management reduced its Eli Lilly (LLY) stake by 2.6% in Q2 2026, selling an estimated $8.17K and leaving 303 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #60.

SK Wealth Management first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SK Wealth Management held 303 shares of Eli Lilly worth $374K as of Q2 2026.
  • SK Wealth Management sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.08% of SK Wealth Management's portfolio in Q2 2026, its #60 holding.
  • SK Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.