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Jessup Wealth Management’s Eli Lilly LLY Stock Holding History

Jessup 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 		$1.04M Sell
864
-26
-3% -$26.6K 0.31% 40
2026
Q1 		$819K Sell
890
-364
-29% -$369K 0.3% 38
2025
Q4 		$1.35M Buy
1,254
+108
+9% +$103K 0.45% 36
2025
Q3 		$874K Sell
1,146
-28
-2% -$20.8K 0.33% 36
2025
Q2 		$915K Buy
1,174
+852
+265% +$662K 0.37% 39
2025
Q1 		$266K Sell
322
-70
-18% -$58.2K 0.11% 63
2024
Q4 		$303K Buy
392
+19
+5% +$15.7K 0.13% 57
2024
Q3 		$331K Sell
373
-17
-4% -$15.3K 0.15% 48
2024
Q2 		$353K Hold
390
– – 0.15% 46
2024
Q1 		$303K Buy
+390
New +$278K 0.13% 49
2023
Q1 		– Sell
-13,266
Closed -$4.85M – 72
2022
Q4 		$4.85M Buy
+13,266
New +$4.7M 3.08% 10

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

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

Jessup Wealth Management reduced its Eli Lilly (LLY) stake by 2.9% in Q2 2026, selling an estimated $26.6K and leaving 864 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #40.

Jessup Wealth Management first reported a position in LLY in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.85M in Q4 2022. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jessup Wealth Management held 864 shares of Eli Lilly worth $1.04M as of Q2 2026.
  • Jessup Wealth Management sold 26 Eli Lilly shares in Q2 2026, an estimated $26.6K.
  • Eli Lilly made up 0.31% of Jessup Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Jessup Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 11 quarters since.
  • Jessup Wealth Management's Eli Lilly position peaked at $4.85M in Q4 2022.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.