MWM
LLY icon

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 		$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 $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.