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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
Q2 		– Sell
-1,800
Closed -$1.84M – 568
2026
Q1 		$1.66M Sell
1,800
-200
-10% -$203K 0.03% 243
2025
Q4 		$2.15M Hold
2,000
– – 0.04% 211
2025
Q3 		$1.53M Buy
+2,000
New +$1.49M 0.03% 253
2025
Q2 		– Hold
0
– – – 239
2025
Q1 		– Hold
0
– – – 350
2024
Q4 		– Hold
0
– – – 338

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

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

Mission Wealth Management increased its Eli Lilly (LLY) stake by 72% in Q2 2026, buying an estimated $11M and bringing the position to 25,625 shares worth $30.7M. The position accounts for 0.38% of the portfolio, ranked #44.

Mission Wealth Management first reported a position in LLY in Q3 2015 and has held it in 44 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mission Wealth Management held 25,625 shares of Eli Lilly worth $30.7M as of Q2 2026.
  • Mission Wealth Management bought 10,718 Eli Lilly shares in Q2 2026, an estimated $11M.
  • Eli Lilly made up 0.38% of Mission Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Mission Wealth Management first reported a position in Eli Lilly in Q3 2015 and has held it in 44 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.