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1900 Wealth Management’s Eli Lilly LLY Stock Holding History

1900 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 		$2.58M Buy
2,155
+670
+45% +$685K 0.14% 77
2026
Q1 		$1.37M Buy
1,485
+90
+6% +$91.2K 0.09% 92
2025
Q4 		$1.5M Buy
1,395
+297
+27% +$284K 0.1% 90
2025
Q3 		$838K Buy
1,098
+592
+117% +$441K 0.06% 114
2025
Q2 		$394K Sell
506
-54
-10% -$42K 0.03% 167
2025
Q1 		$462K Buy
560
+22
+4% +$18.3K 0.04% 146
2024
Q4 		$416K Sell
538
-235
-30% -$195K 0.03% 159
2024
Q3 		$685K Buy
773
+40
+5% +$36K 0.06% 119
2024
Q2 		$664K Buy
733
+19
+3% +$15.2K 0.06% 118
2024
Q1 		$556K Sell
714
-200
-22% -$142K 0.05% 143
2023
Q4 		$533K Sell
914
-114
-11% -$66.5K 0.05% 182
2023
Q3 		$552K Buy
1,028
+227
+28% +$117K 0.06% 186
2023
Q2 		$376K Buy
801
+161
+25% +$67.5K 0.04% 177
2023
Q1 		$227K Hold
640
– – 0.02% 216
2022
Q4 		$234K Buy
+640
New +$227K 0.03% 209

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

1900 Wealth Management's LLY Position: Q2 2026 in Review

1900 Wealth Management increased its Eli Lilly (LLY) stake by 45% in Q2 2026, buying an estimated $685K and bringing the position to 2,155 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #77.

1900 Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 1900 Wealth Management held 2,155 shares of Eli Lilly worth $2.58M as of Q2 2026.
  • 1900 Wealth Management bought 670 Eli Lilly shares in Q2 2026, an estimated $685K.
  • Eli Lilly made up 0.14% of 1900 Wealth Management's portfolio in Q2 2026, its #77 holding.
  • 1900 Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.