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Jupiter Wealth Management’s Eli Lilly LLY Stock Holding History

Jupiter 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 		$2.5M Buy
2,084
+348
+20% +$356K 1% 27
2026
Q1 		$1.76M Sell
1,736
-98
-5% -$99.4K 0.7% 31
2025
Q4 		$1.9M Buy
1,834
+209
+13% +$200K 0.85% 31
2025
Q3 		$1.24M Hold
1,625
– – 0.59% 38
2025
Q2 		$1.07M Buy
1,625
+125
+8% +$97.1K 0.54% 41
2025
Q1 		$1.13M Hold
1,500
– – 0.69% 33
2024
Q4 		$1.16M Hold
1,500
– – 0.58% 39
2024
Q3 		$1.33M Hold
1,500
– – 0.68% 41
2024
Q2 		$1.21M Sell
1,500
-539
-26% -$431K 0.64% 43
2024
Q1 		$1.58M Sell
2,039
-230
-10% -$164K 0.84% 31
2023
Q4 		$1.32M Sell
2,269
-171
-7% -$99.8K 0.78% 31
2023
Q3 		$1.46M Buy
2,440
+171
+8% +$88.1K 0.95% 28
2023
Q2 		$1.06M Buy
2,269
+780
+52% +$327K 0.91% 28
2023
Q1 		$511K Sell
1,489
-1,245
-46% -$420K 0.47% 40
2022
Q4 		$1M Hold
2,734
– – 0.97% 32
2022
Q3 		$884K Hold
2,734
– – 0.89% 30
2022
Q2 		$886K Hold
2,734
– – 0.81% 33
2022
Q1 		$782K Buy
2,734
+1,632
+148% +$420K 0.49% 44
2021
Q4 		$304K Hold
1,102
– – 0.16% 74
2021
Q3 		$292K Hold
1,102
– – 0.14% 79
2021
Q2 		$290K Buy
+1,102
New +$221K 0.14% 76
2020
Q3 		– Sell
-3,000
Closed -$501K – 78
2020
Q2 		$501K Hold
3,000
– – 0.25% 48
2020
Q1 		$461K Hold
3,000
– – 0.27% 48
2019
Q4 		$422K Hold
3,000
– – 0.2% 60
2019
Q3 		$335K Hold
3,000
– – 0.18% 62
2019
Q2 		$321K Hold
3,000
– – 0.16% 65
2019
Q1 		$346K Buy
+3,000
New +$365K 0.17% 61

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

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

Jupiter Wealth Management increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $356K and bringing the position to 2,084 shares worth $2.5M. The position accounts for 1% of the portfolio, ranked #27.

Jupiter Wealth Management first reported a position in LLY in Q1 2019 and has held it in 27 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Jupiter Wealth Management held 2,084 shares of Eli Lilly worth $2.5M as of Q2 2026.
  • Jupiter Wealth Management bought 348 Eli Lilly shares in Q2 2026, an estimated $356K.
  • Eli Lilly made up 1% of Jupiter Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Jupiter Wealth Management first reported a position in Eli Lilly in Q1 2019 and has held it in 27 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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