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EPG Wealth Management’s Eli Lilly LLY Stock Holding History

EPG 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 		$5.72M Sell
4,768
-24
-0.5% -$24.5K 1.37% 19
2026
Q1 		$4.41M Sell
4,792
-607
-11% -$615K 1.2% 19
2025
Q4 		$5.8M Sell
5,399
-24
-0.4% -$22.9K 1.56% 16
2025
Q3 		$4.14M Buy
5,423
+491
+10% +$365K 1.14% 20
2025
Q2 		$3.84M Buy
4,932
+203
+4% +$158K 1.15% 19
2025
Q1 		$3.91M Sell
4,729
-116
-2% -$96.5K 1.09% 18
2024
Q4 		$3.74M Sell
4,845
-475
-9% -$393K 0.99% 19
2024
Q3 		$4.71M Buy
+5,320
New +$4.78M 1.19% 15
2024
Q2 		– Sell
-6,009
Closed -$4.81M – 14
2024
Q1 		$4.67M Buy
6,009
+180
+3% +$128K 1.14% 16
2023
Q4 		$4.33M Sell
5,829
-141
-2% -$82.3K 1.14% 16
2023
Q3 		$3.21M Sell
5,970
-184
-3% -$94.8K 0.97% 18
2023
Q2 		$2.89M Buy
6,154
+136
+2% +$57K 0.85% 20
2023
Q1 		$2.07M Buy
6,018
+2,576
+75% +$869K 0.65% 30
2022
Q4 		$1.26M Sell
3,442
-653
-16% -$232K 0.48% 47
2022
Q3 		$1.32M Buy
4,095
+96
+2% +$30.4K 0.54% 38
2022
Q2 		$1.3M Sell
3,999
-25
-0.6% -$7.5K 0.55% 43
2022
Q1 		$1.15M Buy
4,024
+353
+10% +$90.8K 0.4% 56
2021
Q4 		$1.01M Buy
3,671
+119
+3% +$30.2K 0.36% 63
2021
Q3 		$821K Buy
3,552
+114
+3% +$28.1K 0.33% 67
2021
Q2 		$789K Buy
3,438
+172
+5% +$34.5K 0.33% 72
2021
Q1 		$610K Buy
3,266
+417
+15% +$81.6K 0.3% 76
2020
Q4 		$481K Buy
2,849
+1,327
+87% +$198K 0.29% 77
2020
Q3 		$225K Buy
+1,522
New +$236K 0.17% 113
2020
Q2 		– Sell
-619
Closed -$86K – 498
2020
Q1 		$86K Buy
619
+205
+50% +$28.2K 0.06% 192
2019
Q4 		$54K Buy
+414
New +$48K 0.04% 227

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

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

EPG Wealth Management reduced its Eli Lilly (LLY) stake by 0.5% in Q2 2026, selling an estimated $24.5K and leaving 4,768 shares worth $5.72M. The position accounts for 1.37% of the portfolio, ranked #19.

EPG Wealth Management first reported a position in LLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.8M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • EPG Wealth Management held 4,768 shares of Eli Lilly worth $5.72M as of Q2 2026.
  • EPG Wealth Management sold 24 Eli Lilly shares in Q2 2026, an estimated $24.5K.
  • Eli Lilly made up 1.37% of EPG Wealth Management's portfolio in Q2 2026, its #19 holding.
  • EPG Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Eli Lilly position peaked at $5.8M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.