WT Wealth Management’s Eli Lilly LLY Stock Holding History

WT 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	$774K	Hold	645	–	–	0.21%	82
2026 Q1	$593K	Sell	645 -14	-2%	-$14.2K	0.18%	91
2025 Q4	$708K	Buy	659 +10	+2%	+$9.56K	0.2%	82
2025 Q3	$495K	Sell	649 -165	-20%	-$123K	0.14%	93
2025 Q2	$635K	Buy	814 +14	+2%	+$10.9K	0.19%	84
2025 Q1	$661K	Hold	800	–	–	0.21%	72
2024 Q4	$618K	Hold	800	–	–	0.19%	79
2024 Q3	$734K	Sell	800 -49	-6%	-$44.1K	0.23%	74
2024 Q2	$769K	Sell	849 -67	-7%	-$53.6K	0.26%	73
2024 Q1	$713K	Hold	916	–	–	0.25%	77
2023 Q4	$534K	Hold	916	–	–	0.21%	75
2023 Q3	$492K	Buy	916 +116	+15%	+$59.8K	0.21%	78
2023 Q2	$375K	Hold	800	–	–	0.16%	86
2023 Q1	$275K	Hold	800	–	–	0.12%	98
2022 Q4	$293K	Sell	800 -75	-9%	-$26.6K	0.14%	87
2022 Q3	$283K	Sell	875 -100	-10%	-$31.7K	0.14%	84
2022 Q2	$316K	Sell	975 -75	-7%	-$22.5K	0.16%	93
2022 Q1	$301K	Hold	1,050	–	–	0.12%	99
2021 Q4	$290K	Hold	1,050	–	–	0.11%	107
2021 Q3	$243K	Sell	1,050 -250	-19%	-$61.7K	0.09%	111
2021 Q2	$298K	Hold	1,300	–	–	0.12%	108
2021 Q1	$243K	Hold	1,300	–	–	0.11%	113
2020 Q4	$219K	Buy	+1,300	New	+$194K	0.12%	108
2020 Q3	–	Sell	-1,300	Closed	-$213K	–	108
2020 Q2	$213K	Buy	+1,300	New	+$200K	0.17%	84

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

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

WT Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 645 shares worth $774K. The position accounts for 0.21% of the portfolio, ranked #82.

WT Wealth Management first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

WT Wealth Management held 645 shares of Eli Lilly worth $774K as of Q2 2026.
WT Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.21% of WT Wealth Management's portfolio in Q2 2026, its #82 holding.
WT Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.