Tower Wealth Partners’s Eli Lilly LLY Stock Holding History

Tower Wealth Partners’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	–	Sell	-356	Closed	-$327K	–	103
2026 Q1	$327K	Buy	+356	New	+$361K	0.18%	61

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 $3.37T AUM 44.26% 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

Tower Wealth Partners's LLY Position: Q2 2026 in Review

Tower Wealth Partners sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 356 shares — an estimated $327K sold.

Tower Wealth Partners first reported a position in LLY in Q1 2026 and held it in 1 quarter. The position peaked at $327K in Q1 2026. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Tower Wealth Partners reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
Tower Wealth Partners sold 356 Eli Lilly shares in Q2 2026, an estimated $327K.
Tower Wealth Partners first reported a position in Eli Lilly in Q1 2026 and held it in 1 quarter.
Tower Wealth Partners's Eli Lilly position peaked at $327K in Q1 2026.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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