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49 Wealth Management’s Eli Lilly LLY Stock Holding History

49 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 		$1.87M Buy
1,561
+921
+144% +$941K 0.36% 56
2026
Q1 		$589K Buy
640
+71
+12% +$72K 0.04% 102
2025
Q4 		$611K Buy
569
+84
+17% +$80.3K 0.05% 94
2025
Q3 		$370K Buy
485
+62
+15% +$46.1K 0.03% 126
2025
Q2 		$330K Sell
423
-84
-17% -$65.3K 0.04% 127
2025
Q1 		$419K Sell
507
-251
-33% -$209K 0.05% 105
2024
Q4 		$585K Buy
758
+319
+73% +$264K 0.08% 75
2024
Q3 		$389K Sell
439
-9
-2% -$8.09K 0.06% 99
2024
Q2 		$409K Buy
448
+121
+37% +$96.8K 0.08% 92
2024
Q1 		$249K Buy
+327
New +$233K 0.05% 101

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

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

49 Wealth Management increased its Eli Lilly (LLY) stake by 144% in Q2 2026, buying an estimated $941K and bringing the position to 1,561 shares worth $1.87M. The position accounts for 0.36% of the portfolio, ranked #56.

49 Wealth Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 49 Wealth Management held 1,561 shares of Eli Lilly worth $1.87M as of Q2 2026.
  • 49 Wealth Management bought 921 Eli Lilly shares in Q2 2026, an estimated $941K.
  • Eli Lilly made up 0.36% of 49 Wealth Management's portfolio in Q2 2026, its #56 holding.
  • 49 Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.