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Wealth Enhancement Trust Services’s Eli Lilly LLY Stock Holding History

Wealth Enhancement Trust Services’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 		$7.16M Sell
5,971
-751
-11% -$767K 0.8% 32
2026
Q1 		$6.18M Sell
6,722
-410
-6% -$416K 0.75% 32
2025
Q4 		$7.66M Buy
+7,132
New +$6.82M 0.97% 24

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wealth Enhancement Trust Services's LLY Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $767K and leaving 5,971 shares worth $7.16M. The position accounts for 0.8% of the portfolio, ranked #32.

Wealth Enhancement Trust Services first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.66M in Q4 2025. 3,701 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,971 shares of Eli Lilly worth $7.16M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 751 Eli Lilly shares in Q2 2026, an estimated $767K.
  • Eli Lilly made up 0.8% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #32 holding.
  • Wealth Enhancement Trust Services first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Eli Lilly position peaked at $7.66M in Q4 2025.
  • 3,701 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.