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Vance Wealth’s Eli Lilly LLY Stock Holding History

Vance 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 		$955K Buy
796
+172
+28% +$176K 0.22% 60
2026
Q1 		$574K Buy
624
+96
+18% +$97.3K 0.17% 67
2025
Q4 		$568K Buy
528
+34
+7% +$32.5K 0.17% 66
2025
Q3 		$377K Buy
494
+39
+9% +$29K 0.12% 82
2025
Q2 		$355K Buy
455
+55
+14% +$42.7K 0.12% 82
2025
Q1 		$331K Buy
400
+5
+1% +$4.16K 0.12% 80
2024
Q4 		$305K Sell
395
-55
-12% -$45.5K 0.12% 76
2024
Q3 		$399K Hold
450
– – 0.15% 66
2024
Q2 		$407K Buy
450
+51
+13% +$40.8K 0.17% 61
2024
Q1 		$310K Buy
399
+33
+9% +$23.5K 0.12% 69
2023
Q4 		$213K Sell
366
-38
-9% -$22.2K 0.09% 78
2023
Q3 		$217K Buy
+404
New +$208K 0.1% 77

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

Vance Wealth's LLY Position: Q2 2026 in Review

Vance Wealth increased its Eli Lilly (LLY) stake by 28% in Q2 2026, buying an estimated $176K and bringing the position to 796 shares worth $955K. The position accounts for 0.22% of the portfolio, ranked #60.

Vance Wealth first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Vance Wealth held 796 shares of Eli Lilly worth $955K as of Q2 2026.
  • Vance Wealth bought 172 Eli Lilly shares in Q2 2026, an estimated $176K.
  • Eli Lilly made up 0.22% of Vance Wealth's portfolio in Q2 2026, its #60 holding.
  • Vance Wealth first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.