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Mission Wealth Management’s Eli Lilly LLY Stock Holding History

Mission 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
Q1 		$13.7M Sell
14,907
-202
-1% -$205K 0.28% 56
2025
Q4 		$16.2M Buy
15,109
+1,050
+7% +$1M 0.32% 51
2025
Q3 		$10.7M Sell
14,059
-1,422
-9% -$1.06M 0.21% 63
2025
Q2 		$12.1M Buy
15,481
+935
+6% +$727K 0.26% 56
2025
Q1 		$12M Buy
14,546
+52
+0.4% +$43.3K 0.29% 54
2024
Q4 		$11.2M Buy
14,494
+2,827
+24% +$2.34M 0.26% 54
2024
Q3 		$10.3M Sell
11,667
-143
-1% -$129K 0.25% 54
2024
Q2 		$10.7M Buy
11,810
+3,121
+36% +$2.5M 0.28% 51
2024
Q1 		$6.76M Buy
8,689
+1,476
+20% +$1.05M 0.18% 85
2023
Q4 		$4.2M Buy
7,213
+26
+0.4% +$15.2K 0.14% 90
2023
Q3 		$3.86M Sell
7,187
-229
-3% -$118K 0.14% 90
2023
Q2 		$3.48M Buy
7,416
+312
+4% +$131K 0.13% 84
2023
Q1 		$2.44M Sell
7,104
-156
-2% -$52.6K 0.1% 113
2022
Q4 		$2.66M Buy
7,260
+94
+1% +$33.3K 0.13% 101
2022
Q3 		$2.32M Buy
7,166
+524
+8% +$166K 0.12% 102
2022
Q2 		$2.15M Sell
6,642
-258
-4% -$77.4K 0.11% 104
2022
Q1 		$1.98M Buy
6,900
+871
+14% +$224K 0.09% 117
2021
Q4 		$1.67M Buy
6,029
+459
+8% +$116K 0.07% 133
2021
Q3 		$1.29M Buy
5,570
+121
+2% +$29.9K 0.07% 150
2021
Q2 		$1.25M Buy
5,449
+124
+2% +$24.9K 0.07% 146
2021
Q1 		$995K Buy
5,325
+790
+17% +$155K 0.06% 151
2020
Q4 		$766K Buy
4,535
+458
+11% +$68.4K 0.05% 166
2020
Q3 		$603K Sell
4,077
-453
-10% -$70.1K 0.05% 172
2020
Q2 		$744K Buy
4,530
+606
+15% +$93K 0.06% 143
2020
Q1 		$544K Sell
3,924
-49
-1% -$6.73K 0.06% 150
2019
Q4 		$522K Sell
3,973
-743
-16% -$86.1K 0.05% 182
2019
Q3 		$527K Buy
4,716
+780
+20% +$86.8K 0.06% 164
2019
Q2 		$436K Buy
3,936
+3
+0.1% +$353 0.05% 184
2019
Q1 		$510K Buy
3,933
+113
+3% +$13.7K 0.06% 166
2018
Q4 		$442K Buy
3,820
+416
+12% +$46.5K 0.06% 164
2018
Q3 		$365K Sell
3,404
-99
-3% -$9.9K 0.05% 186
2018
Q2 		$299K Buy
3,503
+367
+12% +$30.1K 0.04% 198
2018
Q1 		$243K Sell
3,136
-600
-16% -$48.3K 0.04% 191
2017
Q4 		$316K Buy
3,736
+472
+14% +$40.2K 0.05% 144
2017
Q3 		$279K Hold
3,264
– – 0.05% 147
2017
Q2 		$269K Buy
3,264
+229
+8% +$18.7K 0.05% 144
2017
Q1 		$255K Sell
3,035
-206
-6% -$16.5K 0.05% 147
2016
Q4 		$238K Sell
3,241
-324
-9% -$24.1K 0.05% 152
2016
Q3 		$286K Buy
3,565
+21
+0.6% +$1.68K 0.07% 123
2016
Q2 		$279K Sell
3,544
-65
-2% -$4.89K 0.07% 117
2016
Q1 		$260K Buy
3,609
+1,116
+45% +$84.4K 0.07% 116
2015
Q4 		$210K Sell
2,493
-131
-5% -$10.9K 0.06% 130
2015
Q3 		$220K Buy
+2,624
New +$222K 0.07% 121

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

Mission Wealth Management's LLY Position: Q1 2026 in Review

Mission Wealth Management reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $205K and leaving 14,907 shares worth $13.7M. The position accounts for 0.28% of the portfolio, ranked #56.

Mission Wealth Management first reported a position in LLY in Q3 2015 and has held it in 43 quarters since. The position peaked at $16.2M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Mission Wealth Management held 14,907 shares of Eli Lilly worth $13.7M as of Q1 2026.
  • Mission Wealth Management sold 202 Eli Lilly shares in Q1 2026, an estimated $205K.
  • Eli Lilly made up 0.28% of Mission Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Mission Wealth Management first reported a position in Eli Lilly in Q3 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's Eli Lilly position peaked at $16.2M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.