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SteelPeak Wealth’s Eli Lilly LLY Stock Holding History

SteelPeak 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 		$6.26M Buy
5,219
+874
+20% +$893K 0.16% 114
2026
Q1 		$4M Buy
4,345
+12
+0.3% +$12.2K 0.12% 128
2025
Q4 		$4.66M Sell
4,333
-1,857
-30% -$1.78M 0.15% 104
2025
Q3 		$4.72M Buy
6,190
+232
+4% +$173K 0.16% 102
2025
Q2 		$4.64M Buy
5,958
+697
+13% +$542K 0.18% 103
2025
Q1 		$4.35M Sell
5,261
-310
-6% -$258K 0.18% 109
2024
Q4 		$4.3M Sell
5,571
-142
-2% -$118K 0.17% 104
2024
Q3 		$5.06M Sell
5,713
-18
-0.3% -$16.2K 0.22% 87
2024
Q2 		$5.19M Buy
5,731
+2,037
+55% +$1.63M 0.24% 85
2024
Q1 		$2.87M Buy
3,694
+492
+15% +$350K 0.14% 125
2023
Q4 		$1.87M Buy
3,202
+72
+2% +$42K 0.11% 152
2023
Q3 		$1.68M Sell
3,130
-4,515
-59% -$2.33M 0.11% 143
2023
Q2 		$3.59M Sell
7,645
-104
-1% -$43.6K 0.21% 85
2023
Q1 		$2.66M Buy
7,749
+2,600
+50% +$877K 0.18% 96
2022
Q4 		$1.88M Buy
5,149
+1,972
+62% +$699K 0.14% 119
2022
Q3 		$1.03M Sell
3,177
-291
-8% -$92.2K 0.08% 164
2022
Q2 		$1.13M Buy
3,468
+234
+7% +$70.2K 0.08% 156
2022
Q1 		$926K Buy
3,234
+564
+21% +$145K 0.05% 199
2021
Q4 		$738K Sell
2,670
-555
-17% -$141K 0.04% 205
2021
Q3 		$745K Buy
3,225
+778
+32% +$192K 0.05% 198
2021
Q2 		$562K Sell
2,447
-9,677
-80% -$1.94M 0.04% 256
2021
Q1 		$2.27M Buy
12,124
+5,936
+96% +$1.16M 0.18% 97
2020
Q4 		$1.04M Buy
6,188
+2,323
+60% +$347K 0.1% 153
2020
Q3 		$572K Sell
3,865
-3,192
-45% -$494K 0.06% 169
2020
Q2 		$1.16M Buy
7,057
+2,255
+47% +$346K 0.15% 105
2020
Q1 		$666K Buy
4,802
+739
+18% +$102K 0.11% 130
2019
Q4 		$534K Buy
+4,063
New +$471K 0.07% 167

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

SteelPeak Wealth's LLY Position: Q2 2026 in Review

SteelPeak Wealth increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $893K and bringing the position to 5,219 shares worth $6.26M. The position accounts for 0.16% of the portfolio, ranked #114.

SteelPeak Wealth first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SteelPeak Wealth held 5,219 shares of Eli Lilly worth $6.26M as of Q2 2026.
  • SteelPeak Wealth bought 874 Eli Lilly shares in Q2 2026, an estimated $893K.
  • Eli Lilly made up 0.16% of SteelPeak Wealth's portfolio in Q2 2026, its #114 holding.
  • SteelPeak Wealth first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.