WJ Wealth Management’s Eli Lilly LLY Stock Holding History

WJ Wealth Management’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	$726K	Hold	605	–	–	0.29%	52
2026 Q1	$556K	Sell	605 -1	-0.2%	-$1.01K	0.26%	50
2025 Q4	$651K	Hold	606	–	–	0.29%	46
2025 Q3	$523K	Sell	606 -406	-40%	-$302K	0.23%	50
2025 Q2	$789K	Hold	1,012	–	–	0.25%	57
2025 Q1	$836K	Sell	1,012 -80	-7%	-$66.6K	0.3%	50
2024 Q4	$843K	Sell	1,092 -4,664	-81%	-$3.86M	0.29%	48
2024 Q3	$5.1M	Buy	5,756 +1,054	+22%	+$948K	1.8%	18
2024 Q2	$4.26M	Buy	4,702 +1,552	+49%	+$1.24M	1.55%	19
2024 Q1	$2.45M	Buy	3,150 +906	+40%	+$645K	0.98%	27
2023 Q4	$1.31M	Buy	2,244 +540	+32%	+$315K	0.57%	37
2023 Q3	$915K	Buy	1,704 +904	+113%	+$466K	0.44%	34
2023 Q2	$375K	Buy	+800	New	+$335K	0.18%	48
2023 Q1	–	Sell	-600	Closed	-$220K	–	61
2022 Q4	$220K	Buy	+600	New	+$213K	0.13%	54
2022 Q3	–	Sell	-700	Closed	-$226K	–	55
2022 Q2	$226K	Buy	+700	New	+$210K	0.16%	47

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

WJ Wealth Management's LLY Position: Q2 2026 in Review

WJ Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 605 shares worth $726K. The position accounts for 0.29% of the portfolio, ranked #52.

WJ Wealth Management first reported a position in LLY in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.1M in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

WJ Wealth Management held 605 shares of Eli Lilly worth $726K as of Q2 2026.
WJ Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.29% of WJ Wealth Management's portfolio in Q2 2026, its #52 holding.
WJ Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 15 quarters since.
WJ Wealth Management's Eli Lilly position peaked at $5.1M in Q3 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.