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SMART Wealth’s Eli Lilly LLY Stock Holding History

SMART Wealth’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 		$1.1M Sell
920
-1,764
-66% -$1.8M 0.24% 115
2026
Q1 		$2.47M Buy
2,684
+1,869
+229% +$1.89M 0.72% 41
2025
Q4 		$876K Buy
+815
New +$779K 0.27% 88
2025
Q1 		– Sell
-1,670
Closed -$1.29M – 165
2024
Q4 		$1.29M Buy
1,670
+1,154
+224% +$956K 0.46% 65
2024
Q3 		$457K Buy
+516
New +$464K 0.18% 94

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

SMART Wealth's LLY Position: Q2 2026 in Review

SMART Wealth reduced its Eli Lilly (LLY) stake by 66% in Q2 2026, selling an estimated $1.8M and leaving 920 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #115.

SMART Wealth first reported a position in LLY in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.47M in Q1 2026. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SMART Wealth held 920 shares of Eli Lilly worth $1.1M as of Q2 2026.
  • SMART Wealth sold 1,764 Eli Lilly shares in Q2 2026, an estimated $1.8M.
  • Eli Lilly made up 0.24% of SMART Wealth's portfolio in Q2 2026, its #115 holding.
  • SMART Wealth first reported a position in Eli Lilly in Q3 2024 and has held it in 5 quarters since.
  • SMART Wealth's Eli Lilly position peaked at $2.47M in Q1 2026.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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