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ViaWealth’s Eli Lilly LLY Stock Holding History

ViaWealth’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 		$739K Buy
616
+5
+0.8% +$5.11K 0.37% 82
2026
Q1 		$562K Buy
611
+76
+14% +$77K 0.31% 94
2025
Q4 		$575K Buy
535
+36
+7% +$34.4K 0.32% 87
2025
Q3 		$381K Sell
499
-61
-11% -$45.4K 0.21% 118
2025
Q2 		$437K Sell
560
-10
-2% -$7.77K 0.26% 111
2025
Q1 		$471K Buy
570
+44
+8% +$36.6K 0.29% 102
2024
Q4 		$406K Sell
526
-8
-1% -$6.62K 0.25% 114
2024
Q3 		$473K Buy
534
+41
+8% +$36.9K 0.28% 109
2024
Q2 		$446K Sell
493
-17
-3% -$13.6K 0.28% 108
2024
Q1 		$397K Buy
510
+18
+4% +$12.8K 0.25% 117
2023
Q4 		$287K Sell
492
-26
-5% -$15.2K 0.2% 134
2023
Q3 		$278K Sell
518
-87
-14% -$44.8K 0.2% 134
2023
Q2 		$284K Hold
605
– – 0.21% 127
2023
Q1 		$208K Hold
605
– – 0.16% 144
2022
Q4 		$212K Buy
+605
New +$215K 0.17% 148

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

ViaWealth's LLY Position: Q2 2026 in Review

ViaWealth increased its Eli Lilly (LLY) stake by 0.82% in Q2 2026, buying an estimated $5.11K and bringing the position to 616 shares worth $739K. The position accounts for 0.37% of the portfolio, ranked #82.

ViaWealth first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ViaWealth held 616 shares of Eli Lilly worth $739K as of Q2 2026.
  • ViaWealth bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.37% of ViaWealth's portfolio in Q2 2026, its #82 holding.
  • ViaWealth first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.