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Wealthspire Advisors (New York)’s Eli Lilly LLY Stock Holding History

Wealthspire Advisors (New York)’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 		$33.4M Buy
27,830
+12,320
+79% +$12.6M 0.18% 86
2026
Q1 		$14.3M Buy
15,510
+2,699
+21% +$2.74M 0.11% 91
2025
Q4 		$13.8M Buy
12,811
+4,787
+60% +$4.58M 0.11% 92
2025
Q3 		$6.12M Sell
8,024
-8,610
-52% -$6.41M 0.03% 147
2025
Q2 		$13M Sell
16,634
-64
-0.4% -$49.7K 0.07% 96
2025
Q1 		$13.8M Buy
16,698
+7,989
+92% +$6.65M 0.08% 96
2024
Q4 		$6.72M Buy
8,709
+1,672
+24% +$1.38M 0.07% 129
2024
Q3 		$6.23M Buy
7,037
+1,325
+23% +$1.19M 0.06% 132
2024
Q2 		$5.17M Sell
5,712
-287
-5% -$230K 0.07% 113
2024
Q1 		$4.67M Sell
5,999
-405
-6% -$288K 0.06% 115
2023
Q4 		$3.73M Buy
6,404
+451
+8% +$263K 0.05% 130
2023
Q3 		$3.2M Buy
5,953
+2,319
+64% +$1.19M 0.05% 130
2023
Q2 		$1.7M Sell
3,634
-104
-3% -$43.6K 0.03% 168
2023
Q1 		$1.28M Sell
3,738
-2,041
-35% -$688K 0.02% 208
2022
Q4 		$2.11M Buy
5,779
+1,808
+46% +$641K 0.04% 149
2022
Q3 		$1.28M Buy
3,971
+1,276
+47% +$404K 0.03% 190
2022
Q2 		$874K Buy
2,695
+663
+33% +$199K 0.02% 228
2022
Q1 		$582K Sell
2,032
-3,594
-64% -$925K 0.01% 251
2021
Q4 		$1.55M Sell
5,626
-825
-13% -$209K 0.03% 172
2021
Q3 		$1.49M Buy
6,451
+3,981
+161% +$983K 0.03% 200
2021
Q2 		$567K Sell
2,470
-9,528
-79% -$1.91M 0.01% 211
2021
Q1 		$2.24M Buy
11,998
+2,746
+30% +$537K 0.05% 165
2020
Q4 		$1.56M Buy
9,252
+2,499
+37% +$373K 0.05% 158
2020
Q3 		$1M Buy
6,753
+1,821
+37% +$282K 0.06% 125
2020
Q2 		$810K Sell
4,932
-6,738
-58% -$1.03M 0.06% 117
2020
Q1 		$1.62M Buy
11,670
+9,007
+338% +$1.24M 0.07% 145
2019
Q4 		$350K Buy
2,663
+601
+29% +$69.7K 0.03% 129
2019
Q3 		$231K Buy
+2,062
New +$230K 0.02% 143
2019
Q1 		– Sell
-865
Closed -$100K – 471
2018
Q4 		$100K Buy
+865
New +$96.6K 0.01% 112

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s LLY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Eli Lilly (LLY) stake by 79% in Q2 2026, buying an estimated $12.6M and bringing the position to 27,830 shares worth $33.4M. The position accounts for 0.18% of the portfolio, ranked #86.

Wealthspire Advisors (New York) first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealthspire Advisors (New York) held 27,830 shares of Eli Lilly worth $33.4M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 12,320 Eli Lilly shares in Q2 2026, an estimated $12.6M.
  • Eli Lilly made up 0.18% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #86 holding.
  • Wealthspire Advisors (New York) first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.