Wealthedge Investment Advisors’s Eli Lilly LLY Stock Holding History

Wealthedge Investment Advisors’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	$3.49M	Sell	2,906 -1,521	-34%	-$1.55M	1.19%	25
2026 Q1	$4.07M	Sell	4,427 -186	-4%	-$189K	1.5%	20
2025 Q4	$4.96M	Buy	4,613 +2,838	+160%	+$2.71M	1.83%	16
2025 Q3	$1.35M	Sell	1,775 -781	-31%	-$581K	0.51%	59
2025 Q2	$1.99M	Sell	2,556 -771	-23%	-$599K	0.83%	37
2025 Q1	$2.75M	Buy	3,327 +245	+8%	+$204K	1.24%	21
2024 Q4	$2.38M	Buy	+3,082	New	+$2.55M	1.07%	23

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

Wealthedge Investment Advisors's LLY Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Eli Lilly (LLY) stake by 34% in Q2 2026, selling an estimated $1.55M and leaving 2,906 shares worth $3.49M. The position accounts for 1.19% of the portfolio, ranked #25.

Wealthedge Investment Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Wealthedge Investment Advisors held 2,906 shares of Eli Lilly worth $3.49M as of Q2 2026.
Wealthedge Investment Advisors sold 1,521 Eli Lilly shares in Q2 2026, an estimated $1.55M.
Eli Lilly made up 1.19% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #25 holding.
Wealthedge Investment Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's Eli Lilly position peaked at $4.96M in Q4 2025.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.