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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
Q2 		$487K Buy
406
+52
+15% +$53.1K 0.05% 307
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 $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

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

Maridea Wealth Management increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $53.1K and bringing the position to 406 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #307.

Maridea Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $724K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Maridea Wealth Management held 406 shares of Eli Lilly worth $487K as of Q2 2026.
  • Maridea Wealth Management bought 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
  • Eli Lilly made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Maridea Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Eli Lilly position peaked at $724K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.