Modern Wealth Management’s Eli Lilly LLY Stock Holding History

Modern 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	$14M	Buy	14,617 +1,530	+12%	+$1.55M	0.24%	106
2025 Q4	$14.1M	Buy	13,087 +728	+6%	+$696K	0.26%	96
2025 Q3	$9.43M	Sell	12,359 -3,324	-21%	-$2.47M	0.19%	127
2025 Q2	$9.88M	Buy	15,683 +3,890	+33%	+$3.02M	0.24%	100
2025 Q1	$9.74M	Buy	11,793 +1,332	+13%	+$1.11M	0.31%	77
2024 Q4	$8.08M	Buy	10,461 +2,495	+31%	+$2.07M	0.3%	77
2024 Q3	$7.06M	Buy	7,966 +679	+9%	+$610K	0.43%	47
2024 Q2	$6.6M	Buy	7,287 +326	+5%	+$261K	0.49%	39
2024 Q1	$5.42M	Buy	6,961 +5,741	+471%	+$4.09M	0.5%	28
2023 Q4	$711K	Buy	+1,220	New	+$712K	0.09%	75

Other funds holding LLY

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

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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Modern Wealth Management increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $1.55M and bringing the position to 14,617 shares worth $14M. The position accounts for 0.24% of the portfolio, ranked #106.

Modern Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Modern Wealth Management held 14,617 shares of Eli Lilly worth $14M as of Q1 2026.
Modern Wealth Management bought 1,530 Eli Lilly shares in Q1 2026, an estimated $1.55M.
Eli Lilly made up 0.24% of Modern Wealth Management's portfolio in Q1 2026, its #106 holding.
Modern Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Eli Lilly position peaked at $14.1M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.