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Yarger Wealth Strategies’s Eli Lilly LLY Stock Holding History

Yarger Wealth Strategies’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 		$999K Buy
840
+64
+8% +$65.4K 0.36% 55
2026
Q1 		$714K Sell
776
-16
-2% -$16.2K 0.29% 62
2025
Q4 		$852K Buy
792
+14
+2% +$13.4K 0.37% 47
2025
Q3 		$593K Buy
778
+201
+35% +$150K 0.27% 60
2025
Q2 		$450K Buy
577
+112
+24% +$87K 0.24% 62
2025
Q1 		$384K Buy
465
+15
+3% +$12.5K 0.22% 61
2024
Q4 		$347K Buy
450
+104
+30% +$86.1K 0.2% 65
2024
Q3 		$306K Buy
346
+14
+4% +$12.6K 0.17% 69
2024
Q2 		$301K Buy
332
+56
+20% +$44.8K 0.18% 66
2024
Q1 		$215K Buy
+276
New +$196K 0.15% 74

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

Yarger Wealth Strategies's LLY Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Eli Lilly (LLY) stake by 8.2% in Q2 2026, buying an estimated $65.4K and bringing the position to 840 shares worth $999K. The position accounts for 0.36% of the portfolio, ranked #55.

Yarger Wealth Strategies first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Yarger Wealth Strategies held 840 shares of Eli Lilly worth $999K as of Q2 2026.
  • Yarger Wealth Strategies bought 64 Eli Lilly shares in Q2 2026, an estimated $65.4K.
  • Eli Lilly made up 0.36% of Yarger Wealth Strategies's portfolio in Q2 2026, its #55 holding.
  • Yarger Wealth Strategies first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.