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Meridian Wealth Management’s Eli Lilly LLY Stock Holding History

Meridian Wealth Management’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 		$18M Buy
15,030
+1,194
+9% +$1.22M 0.56% 32
2026
Q1 		$12.7M Buy
13,836
+18
+0.1% +$18.2K 0.45% 50
2025
Q4 		$14.9M Buy
13,818
+2,685
+24% +$2.57M 0.52% 38
2025
Q3 		$8.49M Buy
11,133
+1,035
+10% +$770K 0.33% 63
2025
Q2 		$7.87M Buy
10,098
+325
+3% +$253K 0.34% 64
2025
Q1 		$8.07M Buy
9,773
+316
+3% +$263K 0.39% 56
2024
Q4 		$7.3M Buy
9,457
+418
+5% +$346K 0.35% 58
2024
Q3 		$8.01M Buy
+9,039
New +$8.13M 0.39% 53
2024
Q2 		– Sell
-8,497
Closed -$6.61M – 441
2024
Q1 		$6.61M Buy
8,497
+1,580
+23% +$1.12M 1.1% 20
2023
Q4 		$4.03M Sell
6,917
-3,853
-36% -$2.25M 0.26% 86
2023
Q3 		$5.78M Buy
10,770
+6,759
+169% +$3.48M 0.35% 55
2023
Q2 		$1.88M Buy
4,011
+967
+32% +$406K 0.16% 125
2023
Q1 		$1.05M Sell
3,044
-485
-14% -$164K 0.09% 199
2022
Q4 		$1.29M Buy
3,529
+76
+2% +$26.9K 0.13% 156
2022
Q3 		$1.12M Sell
3,453
-425
-11% -$135K 0.12% 170
2022
Q2 		$1.26M Buy
3,878
+1,450
+60% +$435K 0.1% 210
2022
Q1 		$695K Buy
2,428
+734
+43% +$189K 0.08% 195
2021
Q4 		$468K Buy
1,694
+154
+10% +$39K 0.05% 255
2021
Q3 		$356K Sell
1,540
-235
-13% -$58K 0.04% 280
2021
Q2 		$407K Sell
1,775
-876
-33% -$176K 0.05% 258
2021
Q1 		$495K Buy
2,651
+764
+40% +$149K 0.07% 210
2020
Q4 		$318K Buy
1,887
+53
+3% +$7.91K 0.05% 250
2020
Q3 		$271K Sell
1,834
-3,455
-65% -$535K 0.07% 198
2020
Q2 		$868K Buy
5,289
+1,331
+34% +$204K 0.29% 74
2020
Q1 		$549K Buy
+3,958
New +$544K 0.24% 86
2019
Q3 		– Sell
-294
Closed -$326 – 359
2019
Q2 		$326 Buy
+294
New +$34.6K 0.01% 447

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Meridian Wealth Management's LLY Position: Q2 2026 in Review

Meridian Wealth Management increased its Eli Lilly (LLY) stake by 8.6% in Q2 2026, buying an estimated $1.22M and bringing the position to 15,030 shares worth $18M. The position accounts for 0.56% of the portfolio, ranked #32.

Meridian Wealth Management first reported a position in LLY in Q2 2019 and has held it in 26 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Meridian Wealth Management held 15,030 shares of Eli Lilly worth $18M as of Q2 2026.
  • Meridian Wealth Management bought 1,194 Eli Lilly shares in Q2 2026, an estimated $1.22M.
  • Eli Lilly made up 0.56% of Meridian Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Meridian Wealth Management first reported a position in Eli Lilly in Q2 2019 and has held it in 26 quarters since.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.