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
Q2 		$3.72M Sell
3,100
-100
-3% -$102K 0.04% 292
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 $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

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

Modern Wealth Management increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $2.96M and bringing the position to 17,517 shares worth $21M. The position accounts for 0.25% of the portfolio, ranked #101.

Modern Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Modern Wealth Management held 17,517 shares of Eli Lilly worth $21M as of Q2 2026.
  • Modern Wealth Management bought 2,900 Eli Lilly shares in Q2 2026, an estimated $2.96M.
  • Eli Lilly made up 0.25% of Modern Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Modern Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.