Sterling Wealth Management’s Eli Lilly LLY Stock Holding History

Sterling 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	$583K	Sell	486 -102	-17%	-$104K	0.14%	61
2026 Q1	$541K	Buy	588 +1	+0.2%	+$1.01K	0.15%	56
2025 Q4	$631K	Sell	587 -794	-57%	-$759K	0.18%	52
2025 Q3	$1.05M	Sell	1,381 -41	-3%	-$30.5K	0.32%	42
2025 Q2	$1.11M	Buy	+1,422	New	+$1.1M	0.38%	40
2024 Q4	$1.15M	Hold	1,494	–	–	0.43%	36
2024 Q3	$1.32M	Buy	1,494 +200	+15%	+$180K	0.49%	34
2024 Q2	$1.17M	Buy	1,294 +5	+0.4%	+$4K	0.56%	33
2024 Q1	$1M	Hold	1,289	–	–	0.5%	32
2023 Q4	$751K	Buy	+1,289	New	+$752K	0.42%	34

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sterling Wealth Management reduced its Eli Lilly (LLY) stake by 17% in Q2 2026, selling an estimated $104K and leaving 486 shares worth $583K. The position accounts for 0.14% of the portfolio, ranked #61.

Sterling Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Sterling Wealth Management held 486 shares of Eli Lilly worth $583K as of Q2 2026.
Sterling Wealth Management sold 102 Eli Lilly shares in Q2 2026, an estimated $104K.
Eli Lilly made up 0.14% of Sterling Wealth Management's portfolio in Q2 2026, its #61 holding.
Sterling Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Eli Lilly position peaked at $1.32M in Q3 2024.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.