WP
LLY icon

Wealthspan Partners’s Eli Lilly LLY Stock Holding History

Wealthspan Partners’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 		$2.54M Buy
2,120
+9
+0.4% +$9.2K 0.8% 30
2026
Q1 		$1.94M Buy
2,111
+1
+0% +$1.01K 0.68% 34
2025
Q4 		$2.27M Buy
2,110
+10
+0.5% +$9.56K 0.82% 30
2025
Q3 		$1.6M Hold
2,100
– – 0.61% 36
2025
Q2 		$1.64M Buy
2,100
+4
+0.2% +$3.11K 0.68% 33
2025
Q1 		$1.73M Buy
2,096
+2
+0.1% +$1.66K 0.8% 30
2024
Q4 		$1.62M Buy
2,094
+12
+0.6% +$9.94K 0.77% 30
2024
Q3 		$1.84M Hold
2,082
– – 0.91% 26
2024
Q2 		$1.89M Hold
2,082
– – 1.04% 22
2024
Q1 		$1.62M Buy
2,082
+28
+1% +$19.9K 0.95% 22
2023
Q4 		$1.2M Hold
2,054
– – 0.84% 22
2023
Q3 		$1.1M Sell
2,054
-16
-0.8% -$8.24K 0.87% 21
2023
Q2 		$971K Buy
2,070
+1
+0% +$419 0.77% 23
2023
Q1 		$711K Sell
2,069
-10
-0.5% -$3.37K 0.61% 31
2022
Q4 		$761K Buy
2,079
+5
+0.2% +$1.77K 0.69% 27
2022
Q3 		$671K Buy
2,074
+14
+0.7% +$4.44K 0.69% 31
2022
Q2 		$668K Buy
2,060
+12
+0.6% +$3.6K 0.69% 28
2022
Q1 		$586K Sell
2,048
-26
-1% -$6.69K 0.53% 32
2021
Q4 		$573K Buy
+2,074
New +$526K 0.51% 38

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

Wealthspan Partners's LLY Position: Q2 2026 in Review

Wealthspan Partners increased its Eli Lilly (LLY) stake by 0.43% in Q2 2026, buying an estimated $9.2K and bringing the position to 2,120 shares worth $2.54M. The position accounts for 0.8% of the portfolio, ranked #30.

Wealthspan Partners first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealthspan Partners held 2,120 shares of Eli Lilly worth $2.54M as of Q2 2026.
  • Wealthspan Partners bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.8% of Wealthspan Partners's portfolio in Q2 2026, its #30 holding.
  • Wealthspan Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.