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Jackson Wealth Management’s Eli Lilly LLY Stock Holding History

Jackson 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 		– Sell
-460
Closed -$423K – 104
2026
Q1 		$423K Hold
460
– – 0.04% 105
2025
Q4 		$494K Buy
460
+28
+6% +$26.8K 0.05% 101
2025
Q3 		$330K Hold
432
– – 0.03% 133
2025
Q2 		$337K Hold
432
– – 0.04% 132
2025
Q1 		$357K Sell
432
-5,853
-93% -$4.87M 0.04% 134
2024
Q4 		$4.85M Sell
6,285
-344
-5% -$285K 0.55% 45
2024
Q3 		$5.87M Buy
6,629
+2,723
+70% +$2.45M 0.7% 40
2024
Q2 		$3.54M Sell
3,906
-2,589
-40% -$2.07M 0.76% 34
2024
Q1 		$5.05M Buy
6,495
+164
+3% +$117K 0.63% 41
2023
Q4 		$3.69M Sell
6,331
-68
-1% -$39.7K 0.49% 47
2023
Q3 		$3.44M Buy
6,399
+47
+0.7% +$24.2K 0.49% 46
2023
Q2 		$2.98M Sell
6,352
-166
-3% -$69.6K 0.44% 51
2023
Q1 		$2.24M Sell
6,518
-508
-7% -$171K 1.68% 18
2022
Q4 		$2.57M Sell
7,026
-7,514
-52% -$2.66M 0.94% 37
2022
Q3 		$4.7M Buy
14,540
+11,832
+437% +$3.75M 0.93% 28
2022
Q2 		$878K Sell
2,708
-4,323
-61% -$1.3M 0.41% 56
2022
Q1 		$2.01M Buy
7,031
+64
+0.9% +$16.5K 0.28% 76
2021
Q4 		$1.92M Buy
+6,967
New +$1.77M 0.24% 86

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

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

Jackson Wealth Management sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 460 shares — an estimated $423K sold.

Jackson Wealth Management first reported a position in LLY in Q4 2021 and held it in 18 quarters. The position peaked at $5.87M in Q3 2024. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jackson Wealth Management reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 460 Eli Lilly shares in Q2 2026, an estimated $423K.
  • Jackson Wealth Management first reported a position in Eli Lilly in Q4 2021 and held it in 18 quarters.
  • Jackson Wealth Management's Eli Lilly position peaked at $5.87M in Q3 2024.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.