MWM
LLY icon

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
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 $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

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

Momentous Wealth Management increased its Eli Lilly (LLY) stake by 2.4% in Q1 2026, buying an estimated $6.08K and bringing the position to 256 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #36.

Momentous Wealth Management first reported a position in LLY in Q1 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Momentous Wealth Management held 256 shares of Eli Lilly worth $236K as of Q1 2026.
  • Momentous Wealth Management bought 6 Eli Lilly shares in Q1 2026, an estimated $6.08K.
  • Eli Lilly made up 0.13% of Momentous Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Momentous Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 3 quarters since.
  • Momentous Wealth Management's Eli Lilly position peaked at $269K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.