SW
LLY icon

StrongBox Wealth’s Eli Lilly LLY Stock Holding History

StrongBox 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 		$6.75M Buy
5,631
+695
+14% +$710K 1.92% 19
2026
Q1 		$4.54M Buy
4,936
+2,823
+134% +$2.86M 1.45% 28
2025
Q4 		$2.27M Buy
2,113
+61
+3% +$58.3K 0.75% 37
2025
Q3 		$1.57M Buy
2,052
+66
+3% +$49.1K 0.53% 41
2025
Q2 		$1.55M Buy
1,986
+673
+51% +$523K 0.59% 44
2025
Q1 		$1.08M Buy
1,313
+32
+2% +$26.6K 0.45% 47
2024
Q4 		$989K Sell
1,281
-58
-4% -$48K 0.42% 47
2024
Q3 		$1.19M Buy
1,339
+797
+147% +$717K 0.51% 46
2024
Q2 		$491K Buy
542
+35
+7% +$28K 0.23% 57
2024
Q1 		$394K Sell
507
-2
-0.4% -$1.42K 0.21% 59
2023
Q4 		$297K Buy
509
+18
+4% +$10.5K 0.17% 64
2023
Q3 		$264K Buy
491
+24
+5% +$12.4K 0.17% 68
2023
Q2 		$219K Sell
467
-299
-39% -$125K 0.14% 82
2023
Q1 		$263K Buy
+766
New +$258K 0.18% 74

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

StrongBox Wealth's LLY Position: Q2 2026 in Review

StrongBox Wealth increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $710K and bringing the position to 5,631 shares worth $6.75M. The position accounts for 1.92% of the portfolio, ranked #19.

StrongBox Wealth first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • StrongBox Wealth held 5,631 shares of Eli Lilly worth $6.75M as of Q2 2026.
  • StrongBox Wealth bought 695 Eli Lilly shares in Q2 2026, an estimated $710K.
  • Eli Lilly made up 1.92% of StrongBox Wealth's portfolio in Q2 2026, its #19 holding.
  • StrongBox Wealth first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.