WF
LLY icon

Wayfinding Financial’s Eli Lilly LLY Stock Holding History

Wayfinding Financial’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 		$1.12M Buy
933
+16
+2% +$16.3K 0.42% 49
2026
Q1 		$843K Buy
917
+29
+3% +$29.4K 0.37% 50
2025
Q4 		$954K Sell
888
-113
-11% -$108K 0.4% 47
2025
Q3 		$763K Sell
1,001
-10
-1% -$7.44K 0.33% 56
2025
Q2 		$777K Sell
1,011
-36
-3% -$28K 0.35% 57
2025
Q1 		$864K Sell
1,047
-41
-4% -$34.1K 0.38% 47
2024
Q4 		$839K Buy
+1,088
New +$901K 0.45% 46
2024
Q3 		– Sell
-1,094
Closed -$990K – 82
2024
Q2 		$990K Sell
1,094
-19
-2% -$15.2K 0.56% 40
2024
Q1 		$862K Buy
1,113
+76
+7% +$54.1K 0.5% 44
2023
Q4 		$604K Buy
1,037
+220
+27% +$128K 0.41% 51
2023
Q3 		$439K Sell
817
-102
-11% -$52.6K 0.33% 57
2023
Q2 		$421K Sell
919
-25
-3% -$10.5K 0.29% 58
2023
Q1 		$324K Buy
+944
New +$318K 0.25% 68
2022
Q4 		– Sell
-688
Closed -$222K – 94
2022
Q3 		$222K Buy
688
+38
+6% +$12K 0.21% 75
2022
Q2 		$210K Buy
+650
New +$195K 0.18% 74

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

Wayfinding Financial's LLY Position: Q2 2026 in Review

Wayfinding Financial increased its Eli Lilly (LLY) stake by 1.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 933 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #49.

Wayfinding Financial first reported a position in LLY in Q2 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wayfinding Financial held 933 shares of Eli Lilly worth $1.12M as of Q2 2026.
  • Wayfinding Financial bought 16 Eli Lilly shares in Q2 2026, an estimated $16.3K.
  • Eli Lilly made up 0.42% of Wayfinding Financial's portfolio in Q2 2026, its #49 holding.
  • Wayfinding Financial first reported a position in Eli Lilly in Q2 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.