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IMG Wealth Management’s Eli Lilly LLY Stock Holding History

IMG 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 		$72K Buy
60
+50
+500% +$51.1K 0.04% 167
2026
Q1 		$9.2K Sell
10
-73
-88% -$74K 0.01% 304
2025
Q4 		$89.2K Buy
83
+38
+84% +$36.3K 0.06% 137
2025
Q3 		$34.3K Hold
45
– – 0.02% 169
2025
Q2 		$35.1K Buy
+45
New +$35K 0.03% 166

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

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

IMG Wealth Management increased its Eli Lilly (LLY) stake by 500% in Q2 2026, buying an estimated $51.1K and bringing the position to 60 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #167.

IMG Wealth Management first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $89.2K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IMG Wealth Management held 60 shares of Eli Lilly worth $72K as of Q2 2026.
  • IMG Wealth Management bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 0.04% of IMG Wealth Management's portfolio in Q2 2026, its #167 holding.
  • IMG Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Eli Lilly position peaked at $89.2K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.