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Ullmann Wealth Partners Group’s Eli Lilly LLY Stock Holding History

Ullmann Wealth Partners Group’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 		$1.15M Buy
962
+132
+16% +$135K 0.1% 76
2026
Q1 		$764K Buy
830
+170
+26% +$172K 0.08% 82
2025
Q4 		$569K Buy
660
+22
+3% +$21K 0.06% 96
2025
Q3 		$487K Buy
638
+97
+18% +$72.2K 0.05% 102
2025
Q2 		$422K Sell
541
-53
-9% -$41.2K 0.05% 103
2025
Q1 		$491K Buy
594
+109
+22% +$90.7K 0.07% 90
2024
Q4 		$374K Sell
485
-18
-4% -$14.9K 0.05% 104
2024
Q3 		$446K Buy
503
+9
+2% +$8.09K 0.06% 94
2024
Q2 		$447K Buy
494
+76
+18% +$60.8K 0.06% 80
2024
Q1 		$325K Buy
+418
New +$297K 0.05% 88

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

Ullmann Wealth Partners Group's LLY Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $135K and bringing the position to 962 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #76.

Ullmann Wealth Partners Group first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ullmann Wealth Partners Group held 962 shares of Eli Lilly worth $1.15M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 132 Eli Lilly shares in Q2 2026, an estimated $135K.
  • Eli Lilly made up 0.1% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #76 holding.
  • Ullmann Wealth Partners Group first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.