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Marshall & Sterling Wealth Advisors’s Eli Lilly LLY Stock Holding History

Marshall & Sterling Wealth 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 		$48.4K Hold
40
– – 0.03% 153
2026
Q1 		$37.1K Buy
40
+15
+60% +$15.2K 0.02% 161
2025
Q4 		$27.2K Sell
25
-74
-75% -$70.8K 0.02% 179
2025
Q3 		$75K Buy
99
+24
+32% +$17.9K 0.05% 137
2025
Q2 		$57.8K Sell
75
-24
-24% -$18.6K 0.04% 145
2025
Q1 		$81.9K Buy
99
+73
+281% +$60.7K 0.06% 115
2024
Q4 		$19.4K Buy
+26
New +$21.5K 0.01% 193

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

Marshall & Sterling Wealth Advisors's LLY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 40 shares worth $48.4K. The position accounts for 0.03% of the portfolio, ranked #153.

Marshall & Sterling Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.9K in Q1 2025. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 40 shares of Eli Lilly worth $48.4K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Eli Lilly position peaked at $81.9K in Q1 2025.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.