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Market Street Wealth Management Advisors’s Eli Lilly LLY Stock Holding History

Market Street Wealth Management Advisors’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 		$20.1M Buy
16,753
+586
+4% +$599K 2.86% 14
2026
Q1 		$14.9M Sell
16,167
-714
-4% -$724K 2.34% 16
2025
Q4 		$18.1M Buy
16,881
+1,184
+8% +$1.13M 2.82% 14
2025
Q3 		$12M Sell
15,697
-42
-0.3% -$31.3K 1.9% 18
2025
Q2 		$12.3M Sell
15,739
-120
-0.8% -$93.2K 2% 17
2025
Q1 		$13.1M Buy
15,859
+571
+4% +$475K 2.23% 16
2024
Q4 		$11.8M Sell
15,288
-35
-0.2% -$29K 1.98% 17
2024
Q3 		$13.6M Buy
15,323
+36
+0.2% +$32.4K 2.23% 17
2024
Q2 		$13.8M Buy
15,287
+1,475
+11% +$1.18M 2.37% 15
2024
Q1 		$10.7M Buy
13,812
+7,961
+136% +$5.67M 1.89% 17
2023
Q4 		$3.41M Buy
5,851
+722
+14% +$421K 0.71% 27
2023
Q3 		$2.75M Sell
5,129
-497
-9% -$256K 0.7% 29
2023
Q2 		$2.64M Buy
5,626
+1
+0% +$419 0.67% 28
2023
Q1 		$1.93M Sell
5,625
-190
-3% -$64.1K 0.51% 34
2022
Q4 		$2.13M Buy
5,815
+165
+3% +$58.5K 0.62% 32
2022
Q3 		$1.83M Buy
5,650
+50
+0.9% +$15.8K 0.58% 35
2022
Q2 		$1.82M Sell
5,600
-407
-7% -$122K 0.56% 39
2022
Q1 		$1.72M Sell
6,007
-231
-4% -$59.5K 0.61% 36
2021
Q4 		$1.72M Sell
6,238
-1,149
-16% -$291K 0.56% 35
2021
Q3 		$1.71M Buy
7,387
+2,099
+40% +$518K 0.68% 32
2021
Q2 		$1.21M Buy
5,288
+800
+18% +$161K 0.53% 38
2021
Q1 		$838K Hold
4,488
– – 0.5% 37
2020
Q4 		$758K Hold
4,488
– – 0.59% 29
2020
Q3 		$664K Hold
4,488
– – 0.59% 30
2020
Q2 		$737K Hold
4,488
– – 0.67% 28
2020
Q1 		$623K Sell
4,488
-848
-16% -$117K 0.67% 28
2019
Q4 		$701K Sell
5,336
-1,312
-20% -$152K 0.64% 23
2019
Q3 		$743K Sell
6,648
-2,734
-29% -$304K 0.72% 25
2019
Q2 		$1.02M Sell
9,382
-2,308
-20% -$272K 0.98% 19
2019
Q1 		$1.52M Sell
11,690
-394
-3% -$47.9K 1.51% 16
2018
Q4 		$1.4M Buy
+12,084
New +$1.35M 1.56% 17

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Market Street Wealth Management Advisors's LLY Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Eli Lilly (LLY) stake by 3.6% in Q2 2026, buying an estimated $599K and bringing the position to 16,753 shares worth $20.1M. The position accounts for 2.86% of the portfolio, ranked #14.

Market Street Wealth Management Advisors first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. 2,965 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Market Street Wealth Management Advisors held 16,753 shares of Eli Lilly worth $20.1M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 586 Eli Lilly shares in Q2 2026, an estimated $599K.
  • Eli Lilly made up 2.86% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #14 holding.
  • Market Street Wealth Management Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
  • 2,965 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.