WPWealth’s Eli Lilly LLY Stock Holding History

WPWealth’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	$430K	Buy	+358	New	+$366K	0.06%	75
2026 Q1	–	Sell	-203	Closed	-$218K	–	99
2025 Q4	$218K	Buy	+203	New	+$194K	0.03%	92

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 $3.38T AUM 44.17% 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

WPWealth's LLY Position: Q2 2026 in Review

WPWealth opened a new position in Eli Lilly (LLY) in Q2 2026: 358 shares worth $430K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings. This is a return to the name: WPWealth previously reported a position in LLY as recently as Q4 2025.

WPWealth first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

WPWealth held 358 shares of Eli Lilly worth $430K as of Q2 2026.
Eli Lilly was a new WPWealth position in Q2 2026.
Eli Lilly made up 0.06% of WPWealth's portfolio in Q2 2026, its #75 holding.
WPWealth first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.