XWL
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XXI Wealth LLC’s Eli Lilly LLY Stock Holding History

XXI Wealth LLC’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 		$3.75M Buy
3,126
+86
+3% +$87.9K 1.72% 9
2026
Q1 		$2.8M Sell
3,040
-792
-21% -$803K 1.58% 13
2025
Q4 		$4.12M Buy
+3,832
New +$3.66M 2.5% 7

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 $3.38T AUM 44.17% 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

XXI Wealth LLC's LLY Position: Q2 2026 in Review

XXI Wealth LLC increased its Eli Lilly (LLY) stake by 2.8% in Q2 2026, buying an estimated $87.9K and bringing the position to 3,126 shares worth $3.75M. The position accounts for 1.72% of the portfolio, ranked #9.

XXI Wealth LLC first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.12M in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • XXI Wealth LLC held 3,126 shares of Eli Lilly worth $3.75M as of Q2 2026.
  • XXI Wealth LLC bought 86 Eli Lilly shares in Q2 2026, an estimated $87.9K.
  • Eli Lilly made up 1.72% of XXI Wealth LLC's portfolio in Q2 2026, its #9 holding.
  • XXI Wealth LLC first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Eli Lilly position peaked at $4.12M in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.