MWA
LLY icon

Medallion Wealth Advisors’s Eli Lilly LLY Stock Holding History

Medallion 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 		$4.62K Sell
14
-329
-96% -$336K ﹤0.01% 869
2026
Q1 		$315K Buy
343
+58
+20% +$58.8K 0.1% 182
2025
Q4 		$306K Sell
285
-30
-10% -$28.7K 0.1% 185
2025
Q3 		$240K Buy
315
+10
+3% +$7.44K 0.09% 206
2025
Q2 		$237K Buy
305
+40
+15% +$31.1K 0.09% 208
2025
Q1 		$213K Buy
265
+3
+1% +$2.5K 0.1% 194
2024
Q4 		$202K Buy
+262
New +$217K 0.1% 189

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

Medallion Wealth Advisors's LLY Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Eli Lilly (LLY) stake by 96% in Q2 2026, selling an estimated $336K and leaving 14 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Medallion Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Medallion Wealth Advisors held 14 shares of Eli Lilly worth $4.62K as of Q2 2026.
  • Medallion Wealth Advisors sold 329 Eli Lilly shares in Q2 2026, an estimated $336K.
  • Eli Lilly made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #869 holding.
  • Medallion Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Eli Lilly position peaked at $315K in Q1 2026.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.