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Wellington-Altus USA’s Eli Lilly LLY Stock Holding History

Wellington-Altus USA’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 		$286K Buy
311
+86
+38% +$87.9K 0.2% 95
2026
Q1 		$270K Sell
225
-83
-27% -$84.1K 0.16% 128
2025
Q4 		$331K Buy
+308
New +$295K 0.25% 85

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

Wellington-Altus USA's LLY Position: Q2 2026 in Review

Wellington-Altus USA increased its Eli Lilly (LLY) stake by 38% in Q2 2026, buying an estimated $87.9K and bringing the position to 311 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #95.

Wellington-Altus USA first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wellington-Altus USA held 311 shares of Eli Lilly worth $286K as of Q2 2026.
  • Wellington-Altus USA bought 86 Eli Lilly shares in Q2 2026, an estimated $87.9K.
  • Eli Lilly made up 0.2% of Wellington-Altus USA's portfolio in Q2 2026, its #95 holding.
  • Wellington-Altus USA first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Eli Lilly position peaked at $331K in Q4 2025.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.