MGB Wealth Management’s Eli Lilly LLY Stock Holding History

MGB 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
2025 Q4	$887K	Hold	825	–	–	0.25%	84
2025 Q3	$625K	Sell	825 -1,055	-56%	-$785K	0.18%	110
2025 Q2	$1.47M	Sell	1,880 -188	-9%	-$146K	0.48%	47
2025 Q1	$1.71M	Buy	2,068 +121	+6%	+$101K	0.62%	36
2024 Q4	$1.5M	Buy	1,947 +805	+70%	+$667K	0.47%	44
2024 Q3	$1.01M	Buy	1,142 +115	+11%	+$103K	0.37%	68
2024 Q2	$971K	Hold	1,027	–	–	0.36%	72
2024 Q1	$799K	Buy	1,027 +10	+1%	+$7.12K	0.32%	75
2023 Q4	$592K	Buy	+1,017	New	+$594K	0.3%	91

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MGB Wealth Management's LLY Position: Q4 2025 in Review

MGB Wealth Management held its Eli Lilly (LLY) position steady in Q4 2025 at 825 shares worth $887K. The position accounts for 0.25% of the portfolio, ranked #84.

MGB Wealth Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.71M in Q1 2025. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

MGB Wealth Management held 825 shares of Eli Lilly worth $887K as of Q4 2025.
MGB Wealth Management left its Eli Lilly share count unchanged in Q4 2025.
Eli Lilly made up 0.25% of MGB Wealth Management's portfolio in Q4 2025, its #84 holding.
MGB Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Eli Lilly position peaked at $1.71M in Q1 2025.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.