Marks Group Wealth Management’s Eli Lilly LLY Stock Holding History

Marks Group 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	$1.73M	Sell	1,445 -678	-32%	-$693K	0.15%	149
2026 Q1	$1.95M	Buy	2,123 +264	+14%	+$268K	0.19%	134
2025 Q4	$2M	Buy	1,859 +1,399	+304%	+$1.34M	0.19%	129
2025 Q3	$351K	Buy	460 +5	+1%	+$3.72K	0.03%	249
2025 Q2	$354K	Sell	455 -76	-14%	-$59.1K	0.03%	253
2025 Q1	$438K	Hold	531	–	–	0.04%	250
2024 Q4	$410K	Hold	531	–	–	0.04%	238
2024 Q3	$470K	Sell	531 -21	-4%	-$18.9K	0.04%	227
2024 Q2	$500K	Hold	552	–	–	0.05%	222
2024 Q1	$430K	Sell	552 -60	-10%	-$42.7K	0.04%	230
2023 Q4	$357K	Buy	612 +137	+29%	+$80K	0.04%	239
2023 Q3	$255K	Hold	475	–	–	0.03%	256
2023 Q2	$223K	Buy	+475	New	+$199K	0.03%	267
2023 Q1	–	Sell	-636	Closed	-$233K	–	285
2022 Q4	$233K	Hold	636	–	–	0.03%	257
2022 Q3	$206K	Hold	636	–	–	0.03%	261
2022 Q2	$206K	Buy	+636	New	+$191K	0.03%	279

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's LLY Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Eli Lilly (LLY) stake by 32% in Q2 2026, selling an estimated $693K and leaving 1,445 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #149.

Marks Group Wealth Management first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Marks Group Wealth Management held 1,445 shares of Eli Lilly worth $1.73M as of Q2 2026.
Marks Group Wealth Management sold 678 Eli Lilly shares in Q2 2026, an estimated $693K.
Eli Lilly made up 0.15% of Marks Group Wealth Management's portfolio in Q2 2026, its #149 holding.
Marks Group Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Marks Group Wealth Management's Eli Lilly position peaked at $2M in Q4 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.