44 Wealth Management’s Eli Lilly LLY Stock Holding History

44 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	$1.03M	Sell	858 -30	-3%	-$30.7K	0.34%	94
2026 Q1	$817K	Hold	888	–	–	0.29%	114
2025 Q4	$954K	Sell	888 -295	-25%	-$282K	0.32%	100
2025 Q3	$903K	Sell	1,183 -36	-3%	-$26.8K	0.31%	104
2025 Q2	$950K	Sell	1,219 -394	-24%	-$306K	0.34%	98
2025 Q1	$1.33M	Sell	1,613 -171	-10%	-$142K	0.5%	69
2024 Q4	$1.38M	Sell	1,784 -244	-12%	-$202K	0.53%	59
2024 Q3	$1.83M	Buy	+2,028	New	+$1.82M	0.64%	51
2023 Q2	$948K	Buy	2,021 +483	+31%	+$203K	0.32%	75
2023 Q1	$528K	Hold	1,538	–	–	0.18%	105
2022 Q4	$563K	Buy	1,538 +805	+110%	+$285K	0.19%	100
2022 Q3	$237K	Buy	733 +37	+5%	+$11.7K	0.1%	150
2022 Q2	$226K	Buy	+696	New	+$209K	0.09%	157
2021 Q3	–	Sell	-8,562	Closed	-$1.97M	–	179
2021 Q2	$1.97M	Buy	+8,562	New	+$1.72M	0.76%	37
2021 Q1	–	Sell	-1,778	Closed	-$300K	–	172
2020 Q4	$300K	Buy	+1,778	New	+$265K	0.14%	120

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

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

44 Wealth Management reduced its Eli Lilly (LLY) stake by 3.4% in Q2 2026, selling an estimated $30.7K and leaving 858 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #94.

44 Wealth Management first reported a position in LLY in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.97M in Q2 2021. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

44 Wealth Management held 858 shares of Eli Lilly worth $1.03M as of Q2 2026.
44 Wealth Management sold 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
Eli Lilly made up 0.34% of 44 Wealth Management's portfolio in Q2 2026, its #94 holding.
44 Wealth Management first reported a position in Eli Lilly in Q4 2020 and has held it in 15 quarters since.
44 Wealth Management's Eli Lilly position peaked at $1.97M in Q2 2021.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.