MWM
LLY icon

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 		$3.05M Buy
+3,200
New +$3.24M 0.05% 254
2025
Q2 		– Sell
-3,300
Closed -$211K – 793
2025
Q1 		$211K Buy
+3,300
New +$2.75M 0.01% 632

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

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.