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Momentous Wealth Management’s Eli Lilly LLY Stock Holding History

Momentous 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 		$349K Buy
291
+35
+14% +$35.8K 0.18% 30
2026
Q1 		$236K Buy
256
+6
+2% +$6.08K 0.13% 36
2025
Q4 		$269K Buy
+250
New +$239K 0.15% 37
2025
Q2 		– Sell
-272
Closed -$225K – 48
2025
Q1 		$225K Buy
+272
New +$226K 0.16% 39

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

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

Momentous Wealth Management increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $35.8K and bringing the position to 291 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #30.

Momentous Wealth Management first reported a position in LLY in Q1 2025 and has held it in 4 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Momentous Wealth Management held 291 shares of Eli Lilly worth $349K as of Q2 2026.
  • Momentous Wealth Management bought 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 0.18% of Momentous Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Momentous Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 4 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.