Variant Private Wealth’s Eli Lilly LLY Stock Holding History

Variant Private 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	$310K	Buy	259 +2	+0.8%	+$2.04K	0.35%	35
2026 Q1	$237K	Hold	257	–	–	0.29%	37
2025 Q4	$276K	Buy	+257	New	+$246K	0.29%	36
2025 Q2	–	Sell	-282	Closed	-$233K	–	40
2025 Q1	$233K	Hold	282	–	–	0.25%	40
2024 Q4	$218K	Buy	+282	New	+$233K	0.21%	40

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

Variant Private Wealth's LLY Position: Q2 2026 in Review

Variant Private Wealth increased its Eli Lilly (LLY) stake by 0.78% in Q2 2026, buying an estimated $2.04K and bringing the position to 259 shares worth $310K. The position accounts for 0.35% of the portfolio, ranked #35.

Variant Private Wealth first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Variant Private Wealth held 259 shares of Eli Lilly worth $310K as of Q2 2026.
Variant Private Wealth bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.35% of Variant Private Wealth's portfolio in Q2 2026, its #35 holding.
Variant Private Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Variant Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.