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Montz Harcus Wealth Management’s Eli Lilly LLY Stock Holding History

Montz Harcus 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 		– Sell
-232
Closed -$249K – 95
2025
Q4 		$249K Buy
+232
New +$222K 0.1% 76
2024
Q4 		– Sell
-249
Closed -$221K – 79
2024
Q3 		$221K Sell
249
-1
-0.4% -$899 0.13% 68
2024
Q2 		$226K Sell
250
-11
-4% -$8.8K 0.15% 56
2024
Q1 		$203K Buy
+261
New +$186K 0.14% 69

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

Montz Harcus Wealth Management's LLY Position: Q1 2026 in Review

Montz Harcus Wealth Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 232 shares — an estimated $249K sold.

Montz Harcus Wealth Management first reported a position in LLY in Q1 2024 and held it in 4 quarters. The position peaked at $249K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Montz Harcus Wealth Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 232 Eli Lilly shares in Q1 2026, an estimated $249K.
  • Montz Harcus Wealth Management first reported a position in Eli Lilly in Q1 2024 and held it in 4 quarters.
  • Montz Harcus Wealth Management's Eli Lilly position peaked at $249K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.