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Maridea Wealth Management’s Eli Lilly LLY Stock Holding History

Maridea 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
Q1 		$325K Sell
354
-320
-47% -$324K 0.05% 327
2025
Q4 		$724K Buy
674
+361
+115% +$345K 0.11% 188
2025
Q3 		$253K Buy
+313
New +$233K 0.04% 352
2025
Q2 		– Sell
-303
Closed -$250K – 298
2025
Q1 		$250K Sell
303
-23
-7% -$19.1K 0.08% 192
2024
Q4 		$252K Buy
+326
New +$270K 0.08% 199

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Maridea Wealth Management's LLY Position: Q1 2026 in Review

Maridea Wealth Management reduced its Eli Lilly (LLY) stake by 47% in Q1 2026, selling an estimated $324K and leaving 354 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #327.

Maridea Wealth Management first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $724K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Maridea Wealth Management held 354 shares of Eli Lilly worth $325K as of Q1 2026.
  • Maridea Wealth Management sold 320 Eli Lilly shares in Q1 2026, an estimated $324K.
  • Eli Lilly made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #327 holding.
  • Maridea Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
  • Maridea Wealth Management's Eli Lilly position peaked at $724K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.