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Jeppson Wealth Management’s Eli Lilly LLY Stock Holding History

Jeppson 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 		$4.61M Sell
3,843
-291
-7% -$297K 1.36% 14
2026
Q1 		$3.8M Sell
4,134
-49
-1% -$49.7K 1.19% 16
2025
Q4 		$4.5M Sell
4,183
-155
-4% -$148K 1.42% 14
2025
Q3 		$3.31M Sell
4,338
-201
-4% -$150K 1.06% 20
2025
Q2 		$3.54M Sell
4,539
-379
-8% -$295K 1.22% 17
2025
Q1 		$4.06M Sell
4,918
-335
-6% -$279K 1.49% 11
2024
Q4 		$4.06M Sell
5,253
-100
-2% -$82.8K 1.47% 12
2024
Q3 		$4.74M Sell
5,353
-84
-2% -$75.5K 1.7% 10
2024
Q2 		$4.92M Sell
5,437
-214
-4% -$171K 1.88% 9
2024
Q1 		$4.4M Sell
5,651
-629
-10% -$448K 1.71% 10
2023
Q4 		$3.66M Sell
6,280
-281
-4% -$164K 1.52% 10
2023
Q3 		$3.52M Sell
6,561
-862
-12% -$444K 1.62% 9
2023
Q2 		$3.48M Sell
7,423
-296
-4% -$124K 1.51% 11
2023
Q1 		$2.65M Sell
7,719
-763
-9% -$257K 1.15% 18
2022
Q4 		$3.1M Sell
8,482
-295
-3% -$105K 1.31% 13
2022
Q3 		$2.84M Sell
8,777
-50
-0.6% -$15.8K 1.29% 12
2022
Q2 		$2.86M Sell
8,827
-240
-3% -$72K 1.23% 14
2022
Q1 		$2.6M Sell
9,067
-65
-0.7% -$16.7K 1.21% 16
2021
Q4 		$2.52M Sell
9,132
-289
-3% -$73.3K 1.22% 16
2021
Q3 		$2.18M Sell
9,421
-115
-1% -$28.4K 1.13% 17
2021
Q2 		$2.19M Sell
9,536
-250
-3% -$50.2K 1.19% 16
2021
Q1 		$1.83M Sell
9,786
-165
-2% -$32.3K 1.09% 19
2020
Q4 		$1.68M Hold
9,951
– – 1.12% 18
2020
Q3 		$1.47M Buy
+9,951
New +$1.54M 1.15% 14

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

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

Jeppson Wealth Management reduced its Eli Lilly (LLY) stake by 7% in Q2 2026, selling an estimated $297K and leaving 3,843 shares worth $4.61M. The position accounts for 1.36% of the portfolio, ranked #14.

Jeppson Wealth Management first reported a position in LLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.92M in Q2 2024. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jeppson Wealth Management held 3,843 shares of Eli Lilly worth $4.61M as of Q2 2026.
  • Jeppson Wealth Management sold 291 Eli Lilly shares in Q2 2026, an estimated $297K.
  • Eli Lilly made up 1.36% of Jeppson Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Jeppson Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Eli Lilly position peaked at $4.92M in Q2 2024.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.