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Meridian Wealth Partners’s Eli Lilly LLY Stock Holding History

Meridian Wealth Partners’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 		$529K Buy
576
+16
+3% +$16.2K 0.07% 65
2025
Q4 		$601K Sell
560
-16
-3% -$15.3K 0.08% 53
2025
Q3 		$439K Sell
576
-92
-14% -$68.5K 0.06% 68
2025
Q2 		$520K Buy
668
+43
+7% +$33.4K 0.08% 59
2025
Q1 		$516K Sell
625
-47
-7% -$39.1K 0.08% 57
2024
Q4 		$519K Buy
672
+6
+0.9% +$4.97K 0.08% 59
2024
Q3 		$590K Sell
666
-11
-2% -$9.89K 0.09% 54
2024
Q2 		$613K Sell
677
-45
-6% -$36K 0.11% 50
2024
Q1 		$562K Buy
722
+115
+19% +$81.8K 0.1% 49
2023
Q4 		$354K Buy
607
+32
+6% +$18.7K 0.07% 65
2023
Q3 		$309K Buy
575
+22
+4% +$11.3K 0.06% 70
2023
Q2 		$259K Buy
+553
New +$232K 0.05% 79
2021
Q2 		– Sell
-289
Closed -$54K – 740
2021
Q1 		$54K Buy
289
+93
+47% +$18.2K 0.02% 150
2020
Q4 		$33K Sell
196
-7
-3% -$1.04K 0.01% 166
2020
Q3 		$30K Hold
203
– – 0.02% 166
2020
Q2 		$33K Sell
203
-1
-0.5% -$153 0.02% 158
2020
Q1 		$28K Buy
204
+18
+10% +$2.47K 0.02% 154
2019
Q4 		$24K Buy
+186
New +$21.6K 0.02% 188

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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 Partners's LLY Position: Q1 2026 in Review

Meridian Wealth Partners increased its Eli Lilly (LLY) stake by 2.9% in Q1 2026, buying an estimated $16.2K and bringing the position to 576 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #65.

Meridian Wealth Partners first reported a position in LLY in Q4 2019 and has held it in 18 quarters since. The position peaked at $613K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Meridian Wealth Partners held 576 shares of Eli Lilly worth $529K as of Q1 2026.
  • Meridian Wealth Partners bought 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
  • Eli Lilly made up 0.07% of Meridian Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Meridian Wealth Partners first reported a position in Eli Lilly in Q4 2019 and has held it in 18 quarters since.
  • Meridian Wealth Partners's Eli Lilly position peaked at $613K in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.