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Marietta Wealth Management’s Eli Lilly LLY Stock Holding History

Marietta 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 		$13M Buy
14,123
+44
+0.3% +$44.6K 1.54% 18
2025
Q4 		$15.1M Buy
14,079
+169
+1% +$162K 1.75% 14
2025
Q3 		$10.6M Buy
13,910
+407
+3% +$303K 1.3% 28
2025
Q2 		$10.5M Buy
13,503
+275
+2% +$214K 1.37% 23
2025
Q1 		$10.9M Buy
13,228
+344
+3% +$286K 1.6% 19
2024
Q4 		$9.95M Buy
12,884
+60
+0.5% +$49.7K 1.43% 20
2024
Q3 		$11.4M Sell
12,824
-80
-0.6% -$71.9K 1.65% 16
2024
Q2 		$11.7M Sell
12,904
-752
-6% -$602K 1.82% 14
2024
Q1 		$10.6M Sell
13,656
-1,270
-9% -$904K 1.75% 13
2023
Q4 		$8.7M Sell
14,926
-481
-3% -$281K 1.55% 18
2023
Q3 		$8.28M Sell
15,407
-960
-6% -$495K 1.64% 13
2023
Q2 		$7.68M Sell
16,367
-988
-6% -$414K 1.45% 18
2023
Q1 		$5.96M Sell
17,355
-386
-2% -$130K 1.27% 26
2022
Q4 		$6.49M Sell
17,741
-544
-3% -$193K 1.47% 19
2022
Q3 		$5.91M Buy
18,285
+145
+0.8% +$45.9K 1.48% 22
2022
Q2 		$5.88M Buy
18,140
+1,862
+11% +$559K 1.42% 24
2022
Q1 		$4.66M Buy
16,278
+3,787
+30% +$975K 0.97% 45
2021
Q4 		$3.45M Buy
12,491
+481
+4% +$122K 0.69% 62
2021
Q3 		$2.77M Buy
12,010
+300
+3% +$74K 0.61% 67
2021
Q2 		$2.69M Buy
11,710
+553
+5% +$111K 0.61% 65
2021
Q1 		$2.08M Buy
+11,157
New +$2.18M 0.52% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Marietta Wealth Management increased its Eli Lilly (LLY) stake by 0.31% in Q1 2026, buying an estimated $44.6K and bringing the position to 14,123 shares worth $13M. The position accounts for 1.54% of the portfolio, ranked #18.

Marietta Wealth Management first reported a position in LLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $15.1M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Marietta Wealth Management held 14,123 shares of Eli Lilly worth $13M as of Q1 2026.
  • Marietta Wealth Management bought 44 Eli Lilly shares in Q1 2026, an estimated $44.6K.
  • Eli Lilly made up 1.54% of Marietta Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Marietta Wealth Management first reported a position in Eli Lilly in Q1 2021 and has held it in 21 quarters since.
  • Marietta Wealth Management's Eli Lilly position peaked at $15.1M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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