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JPL Wealth Management’s Eli Lilly LLY Stock Holding History

JPL 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 		$920K Buy
767
+16
+2% +$16.3K 0.18% 82
2026
Q1 		$690K Sell
751
-30
-4% -$30.4K 0.16% 83
2025
Q4 		$839K Sell
781
-16
-2% -$15.3K 0.2% 84
2025
Q3 		$608K Sell
797
-41
-5% -$30.5K 0.14% 90
2025
Q2 		$653K Sell
838
-80
-9% -$62.2K 0.18% 86
2025
Q1 		$758K Buy
918
+19
+2% +$15.8K 0.22% 80
2024
Q4 		$694K Buy
+899
New +$744K 0.2% 80
2024
Q2 		$709K Buy
783
+216
+38% +$173K 0.35% 71
2024
Q1 		$441K Buy
567
+12
+2% +$8.54K 0.24% 81
2023
Q4 		$324K Buy
+555
New +$324K 0.23% 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

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

JPL Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 767 shares worth $920K. The position accounts for 0.18% of the portfolio, ranked #82.

JPL Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • JPL Wealth Management held 767 shares of Eli Lilly worth $920K as of Q2 2026.
  • JPL Wealth Management bought 16 Eli Lilly shares in Q2 2026, an estimated $16.3K.
  • Eli Lilly made up 0.18% of JPL Wealth Management's portfolio in Q2 2026, its #82 holding.
  • JPL Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.