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Waypoint Wealth Counsel’s Eli Lilly LLY Stock Holding History

Waypoint Wealth Counsel’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 		$389K Sell
324
-140
-30% -$143K 0.24% 70
2026
Q1 		$427K Sell
464
-314
-40% -$318K 0.22% 97
2025
Q4 		$836K Buy
778
+59
+8% +$56.4K 0.31% 58
2025
Q3 		$549K Buy
719
+90
+14% +$67K 0.22% 86
2025
Q2 		$490K Sell
629
-163
-21% -$127K 0.24% 64
2025
Q1 		$654K Buy
792
+161
+26% +$134K 0.41% 42
2024
Q4 		$487K Sell
631
-17
-3% -$14.1K 0.32% 54
2024
Q3 		$574K Buy
648
+107
+20% +$96.2K 0.39% 48
2024
Q2 		$490K Buy
541
+8
+2% +$6.4K 0.37% 45
2024
Q1 		$415K Buy
533
+31
+6% +$22.1K 0.32% 52
2023
Q4 		$293K Buy
502
+20
+4% +$11.7K 0.25% 70
2023
Q3 		$259K Buy
482
+3
+0.6% +$1.55K 0.24% 71
2023
Q2 		$225K Buy
+479
New +$201K 0.2% 79

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

Waypoint Wealth Counsel's LLY Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Eli Lilly (LLY) stake by 30% in Q2 2026, selling an estimated $143K and leaving 324 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #70.

Waypoint Wealth Counsel first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $836K in Q4 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Waypoint Wealth Counsel held 324 shares of Eli Lilly worth $389K as of Q2 2026.
  • Waypoint Wealth Counsel sold 140 Eli Lilly shares in Q2 2026, an estimated $143K.
  • Eli Lilly made up 0.24% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #70 holding.
  • Waypoint Wealth Counsel first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • Waypoint Wealth Counsel's Eli Lilly position peaked at $836K in Q4 2025.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.