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Measured Wealth Private Client Group’s Eli Lilly LLY Stock Holding History

Measured Wealth Private Client Group’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 		$145K Buy
121
+7
+6% +$7.15K 0.04% 228
2026
Q1 		$105K Sell
114
-5
-4% -$5.07K 0.03% 230
2025
Q4 		$128K Sell
119
-2
-2% -$1.91K 0.03% 233
2025
Q3 		$92.3K Sell
121
-216
-64% -$161K 0.02% 250
2025
Q2 		$263K Hold
337
– – 0.08% 154
2025
Q1 		$278K Sell
337
-18
-5% -$15K 0.09% 140
2024
Q4 		$274K Buy
355
+2
+0.6% +$1.66K 0.09% 147
2024
Q3 		$313K Sell
353
-660
-65% -$593K 0.1% 132
2024
Q2 		$917K Buy
1,013
+16
+2% +$12.8K 0.32% 42
2024
Q1 		$776K Sell
997
-515
-34% -$367K 0.27% 60
2023
Q4 		$881K Sell
1,512
-60
-4% -$35K 0.32% 42
2023
Q3 		$844K Hold
1,572
– – 0.34% 43
2023
Q2 		$737K Sell
1,572
-66
-4% -$27.7K 0.28% 45
2023
Q1 		$563K Sell
1,638
-616
-27% -$208K 0.22% 70
2022
Q4 		$825K Buy
2,254
+242
+12% +$85.8K 0.34% 41
2022
Q3 		$651K Sell
2,012
-120
-6% -$38K 0.29% 46
2022
Q2 		$691K Buy
2,132
+141
+7% +$42.3K 0.31% 48
2022
Q1 		$570K Buy
1,991
+248
+14% +$63.8K 0.21% 59
2021
Q4 		$481K Buy
1,743
+54
+3% +$13.7K 0.17% 76
2021
Q3 		$390K Buy
1,689
+546
+48% +$135K 0.15% 90
2021
Q2 		$262K Hold
1,143
– – 0.08% 150
2021
Q1 		$214K Sell
1,143
-400
-26% -$78.2K 0.08% 149
2020
Q4 		$261K Hold
1,543
– – 0.11% 111
2020
Q3 		$228K Buy
+1,543
New +$239K 0.11% 115
2018
Q4 		– Sell
-1,123
Closed -$120K – 432
2018
Q3 		$120K Buy
+1,123
New +$112K 0.07% 209

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's LLY Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Eli Lilly (LLY) stake by 6.1% in Q2 2026, buying an estimated $7.15K and bringing the position to 121 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #228.

Measured Wealth Private Client Group first reported a position in LLY in Q3 2018 and has held it in 25 quarters since. The position peaked at $917K in Q2 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Measured Wealth Private Client Group held 121 shares of Eli Lilly worth $145K as of Q2 2026.
  • Measured Wealth Private Client Group bought 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #228 holding.
  • Measured Wealth Private Client Group first reported a position in Eli Lilly in Q3 2018 and has held it in 25 quarters since.
  • Measured Wealth Private Client Group's Eli Lilly position peaked at $917K in Q2 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.