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Wedgewood Investors’s Eli Lilly LLY Stock Holding History

Wedgewood Investors’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 		$587K Sell
489
-11
-2% -$11.2K 0.6% 47
2026
Q1 		$460K Sell
500
-8
-2% -$8.11K 0.53% 52
2025
Q4 		$546K Sell
508
-380
-43% -$363K 0.62% 45
2025
Q3 		$678K Sell
888
-20
-2% -$14.9K 0.74% 38
2025
Q2 		$708K Hold
908
– – 0.82% 35
2025
Q1 		$750K Sell
908
-14
-2% -$11.6K 0.89% 34
2024
Q4 		$712K Sell
922
-20
-2% -$16.6K 0.84% 34
2024
Q3 		$835K Buy
942
+43
+5% +$38.7K 0.91% 31
2024
Q2 		$814K Buy
+899
New +$719K 0.97% 30
2023
Q4 		$524K Buy
899
+50
+6% +$29.2K 0.65% 46
2023
Q3 		$456K Hold
849
– – 0.62% 47
2023
Q2 		$398K Hold
849
– – 0.51% 58
2023
Q1 		$292K Hold
849
– – 0.38% 72
2022
Q4 		$311K Buy
+849
New +$301K 0.41% 67

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

Wedgewood Investors's LLY Position: Q2 2026 in Review

Wedgewood Investors reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $11.2K and leaving 489 shares worth $587K. The position accounts for 0.6% of the portfolio, ranked #47.

Wedgewood Investors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $835K in Q3 2024. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wedgewood Investors held 489 shares of Eli Lilly worth $587K as of Q2 2026.
  • Wedgewood Investors sold 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.6% of Wedgewood Investors's portfolio in Q2 2026, its #47 holding.
  • Wedgewood Investors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Wedgewood Investors's Eli Lilly position peaked at $835K in Q3 2024.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.