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Keudell/Morrison Wealth Management’s Eli Lilly LLY Stock Holding History

Keudell/Morrison 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
Q3 		$5.81M Buy
5,019
+30
+0.6% +$35.4K 1.03% 24
2026
Q2 		$5.98M Buy
4,989
+32
+0.6% +$32.7K 1.13% 19
2026
Q1 		$4.56M Sell
4,957
-192
-4% -$195K 0.93% 21
2025
Q4 		$5.53M Buy
+5,149
New +$4.92M 1.16% 19
2025
Q2 		$4.08M Sell
5,230
-85
-2% -$66.1K 0.9% 20
2025
Q1 		$4.39M Buy
5,315
+7
+0.1% +$5.82K 1.04% 20
2024
Q4 		$4.1M Buy
5,308
+302
+6% +$250K 1.07% 18
2024
Q3 		$4.44M Buy
5,006
+186
+4% +$167K 1.2% 15
2024
Q2 		$4.36M Sell
4,820
-141
-3% -$113K 1.28% 15
2024
Q1 		$3.86M Buy
4,961
+349
+8% +$248K 1.17% 19
2023
Q4 		$2.69M Buy
4,612
+868
+23% +$507K 0.89% 23
2023
Q3 		$2.01M Buy
3,744
+81
+2% +$41.7K 0.61% 29
2023
Q2 		$1.72M Buy
3,663
+90
+3% +$37.7K 0.5% 35
2023
Q1 		$1.23M Buy
3,573
+111
+3% +$37.4K 0.36% 51
2022
Q4 		$1.27M Sell
3,462
-194
-5% -$68.8K 0.41% 48
2022
Q3 		$1.18M Sell
3,656
-350
-9% -$111K 0.44% 44
2022
Q2 		$1.3M Buy
4,006
+20
+0.5% +$6K 0.47% 44
2022
Q1 		$1.14M Sell
3,986
-150
-4% -$38.6K 0.48% 54
2021
Q4 		$1.14M Sell
4,136
-76
-2% -$19.3K 0.45% 56
2021
Q3 		$973K Buy
4,212
+21
+0.5% +$5.18K 0.42% 59
2021
Q2 		$962K Hold
4,191
– – 0.53% 57
2021
Q1 		$783K Hold
4,191
– – 0.45% 64
2020
Q4 		$708K Hold
4,191
– – 0.45% 70
2020
Q3 		$620K Sell
4,191
-50
-1% -$7.74K 0.4% 67
2020
Q2 		$696K Sell
4,241
-6
-0.1% -$921 0.58% 63
2020
Q1 		$589K Buy
4,247
+522
+14% +$71.7K 0.58% 63
2019
Q4 		$490K Hold
3,725
– – 0.34% 83
2019
Q3 		$417K Hold
3,725
– – 0.34% 86
2019
Q2 		$414K Sell
3,725
-500
-12% -$58.9K 0.36% 82
2019
Q1 		$548K Buy
+4,225
New +$514K 0.48% 70

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Keudell/Morrison Wealth Management's LLY Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its Eli Lilly (LLY) stake by 0.6% in Q3 2026, buying an estimated $35.4K and bringing the position to 5,019 shares worth $5.81M. The position accounts for 1.03% of the portfolio, ranked #24.

Keudell/Morrison Wealth Management first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.98M in Q2 2026. 3,807 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Keudell/Morrison Wealth Management held 5,019 shares of Eli Lilly worth $5.81M as of Q3 2026.
  • Keudell/Morrison Wealth Management bought 30 Eli Lilly shares in Q3 2026, an estimated $35.4K.
  • Eli Lilly made up 1.03% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Keudell/Morrison Wealth Management first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
  • Keudell/Morrison Wealth Management's Eli Lilly position peaked at $5.98M in Q2 2026.
  • 3,807 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.