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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Medallion Wealth Advisors's LLY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Eli Lilly (LLY) stake by 20% in Q1 2026, buying an estimated $58.8K and bringing the position to 343 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #182.

Medallion Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Medallion Wealth Advisors held 343 shares of Eli Lilly worth $315K as of Q1 2026.
  • Medallion Wealth Advisors bought 58 Eli Lilly shares in Q1 2026, an estimated $58.8K.
  • Eli Lilly made up 0.1% of Medallion Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Medallion Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.