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Meridian Wealth Advisors’s Eli Lilly LLY Stock Holding History

Meridian 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 		$5.73M Sell
6,229
-145
-2% -$147K 0.76% 34
2025
Q4 		$6.85M Sell
6,374
-74
-1% -$70.8K 0.95% 27
2025
Q3 		$4.92M Buy
6,448
+68
+1% +$50.6K 0.7% 40
2025
Q2 		$4.97M Sell
6,380
-24
-0.4% -$18.6K 0.79% 34
2025
Q1 		$5.29M Sell
6,404
-459
-7% -$382K 0.9% 33
2024
Q4 		$5.3M Sell
6,863
-29
-0.4% -$24K 0.87% 32
2024
Q3 		$6.11M Sell
6,892
-8
-0.1% -$7.19K 1.02% 24
2024
Q2 		$6.25M Sell
6,900
-213
-3% -$170K 1.11% 24
2024
Q1 		$5.53M Sell
7,113
-56
-0.8% -$39.9K 1.04% 26
2023
Q4 		$4.18M Buy
7,169
+2
+0% +$1.17K 0.92% 32
2023
Q3 		$3.85M Sell
7,167
-46
-0.6% -$23.7K 0.96% 28
2023
Q2 		$3.38M Buy
7,213
+3
+0% +$1.26K 0.82% 31
2023
Q1 		$2.48M Buy
7,210
+102
+1% +$34.4K 0.62% 44
2022
Q4 		$2.6M Sell
7,108
-107
-1% -$37.9K 0.67% 41
2022
Q3 		$2.33M Buy
7,215
+220
+3% +$69.7K 0.66% 37
2022
Q2 		$2.27M Buy
6,995
+1,615
+30% +$485K 0.6% 44
2022
Q1 		$1.54M Buy
5,380
+1,175
+28% +$302K 0.36% 63
2021
Q4 		$1.16M Buy
4,205
+2
+0% +$507 0.28% 78
2021
Q3 		$971K Sell
4,203
-5
-0.1% -$1.23K 0.27% 80
2021
Q2 		$966K Buy
4,208
+463
+12% +$93K 0.27% 80
2021
Q1 		$700K Sell
3,745
-137
-4% -$26.8K 0.23% 84
2020
Q4 		$655K Sell
3,882
-42
-1% -$6.27K 0.24% 88
2020
Q3 		$581K Buy
3,924
+48
+1% +$7.43K 0.25% 85
2020
Q2 		$636K Buy
3,876
+918
+31% +$141K 0.29% 76
2020
Q1 		$410K Buy
2,958
+350
+13% +$48.1K 0.23% 83
2019
Q4 		$343K Buy
2,608
+400
+18% +$46.4K 0.14% 120
2019
Q3 		$247K Buy
+2,208
New +$246K 0.11% 134
2019
Q2 		– Sell
-1,746
Closed -$227K – 133
2019
Q1 		$227K Buy
1,746
+100
+6% +$12.2K 0.17% 111
2018
Q4 		$190K Buy
+1,646
New +$184K 0.15% 120

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

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

Meridian Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.3% in Q1 2026, selling an estimated $147K and leaving 6,229 shares worth $5.73M. The position accounts for 0.76% of the portfolio, ranked #34.

Meridian Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.85M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Meridian Wealth Advisors held 6,229 shares of Eli Lilly worth $5.73M as of Q1 2026.
  • Meridian Wealth Advisors sold 145 Eli Lilly shares in Q1 2026, an estimated $147K.
  • Eli Lilly made up 0.76% of Meridian Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Meridian Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • Meridian Wealth Advisors's Eli Lilly position peaked at $6.85M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.