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Milestone Asset Management Group’s Eli Lilly LLY Stock Holding History

Milestone Asset Management Group’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 		$234K Buy
+195
New +$199K 0.12% 122
2026
Q1 		– Sell
-190
Closed -$204K – 130
2025
Q4 		$204K Buy
+190
New +$182K 0.12% 125

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Asset Management Group's LLY Position: Q2 2026 in Review

Milestone Asset Management Group opened a new position in Eli Lilly (LLY) in Q2 2026: 195 shares worth $234K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings. This is a return to the name: Milestone Asset Management Group previously reported a position in LLY as recently as Q4 2025.

Milestone Asset Management Group first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Milestone Asset Management Group held 195 shares of Eli Lilly worth $234K as of Q2 2026.
  • Eli Lilly was a new Milestone Asset Management Group position in Q2 2026.
  • Eli Lilly made up 0.12% of Milestone Asset Management Group's portfolio in Q2 2026, its #122 holding.
  • Milestone Asset Management Group first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.