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Madison Wealth Partners’s Eli Lilly LLY Stock Holding History

Madison Wealth Partners’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 		$1.29M Buy
1,074
+226
+27% +$231K 0.16% 68
2026
Q1 		$780K Buy
848
+77
+10% +$78.1K 0.12% 82
2025
Q4 		$829K Sell
771
-19
-2% -$18.2K 0.15% 66
2025
Q3 		$603K Buy
790
+9
+1% +$6.7K 0.12% 80
2025
Q2 		$609K Sell
781
-86
-10% -$66.8K 0.13% 78
2025
Q1 		$716K Sell
867
-23
-3% -$19.1K 0.18% 66
2024
Q4 		$687K Sell
890
-4
-0.4% -$3.31K 0.19% 65
2024
Q3 		$792K Buy
894
+284
+47% +$255K 0.23% 56
2024
Q2 		$552K Buy
610
+10
+2% +$8K 0.19% 64
2024
Q1 		$466K Buy
600
+46
+8% +$32.7K 0.17% 68
2023
Q4 		$323K Buy
+554
New +$323K 0.13% 87

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

Madison Wealth Partners's LLY Position: Q2 2026 in Review

Madison Wealth Partners increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $231K and bringing the position to 1,074 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #68.

Madison Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Madison Wealth Partners held 1,074 shares of Eli Lilly worth $1.29M as of Q2 2026.
  • Madison Wealth Partners bought 226 Eli Lilly shares in Q2 2026, an estimated $231K.
  • Eli Lilly made up 0.16% of Madison Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Madison Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.