MWM
LLY icon

Moran Wealth Management’s Eli Lilly LLY Stock Holding History

Moran 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 		$10.4M Buy
11,265
+652
+6% +$661K 0.32% 105
2025
Q4 		$11.4M Buy
10,613
+362
+4% +$346K 0.35% 89
2025
Q3 		$7.82M Buy
10,251
+422
+4% +$314K 0.24% 126
2025
Q2 		$7.66M Buy
9,829
+376
+4% +$292K 0.24% 130
2025
Q1 		$7.81M Buy
9,453
+134
+1% +$112K 0.26% 119
2024
Q4 		$7.19M Buy
9,319
+492
+6% +$407K 0.23% 130
2024
Q3 		$7.82M Buy
8,827
+180
+2% +$162K 0.24% 127
2024
Q2 		$7.83M Buy
8,647
+432
+5% +$346K 0.26% 128
2024
Q1 		$6.39M Sell
8,215
-246
-3% -$175K 0.21% 142
2023
Q4 		$4.93M Sell
8,461
-187
-2% -$109K 0.18% 167
2023
Q3 		$4.65M Buy
8,648
+500
+6% +$258K 0.18% 156
2023
Q2 		$3.82M Sell
8,148
-5,613
-41% -$2.35M 0.14% 180
2023
Q1 		$4.73M Sell
13,761
-54,355
-80% -$18.3M 0.18% 159
2022
Q4 		$24.9M Buy
+68,116
New +$24.2M 0.95% 21

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

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

Moran Wealth Management increased its Eli Lilly (LLY) stake by 6.1% in Q1 2026, buying an estimated $661K and bringing the position to 11,265 shares worth $10.4M. The position accounts for 0.32% of the portfolio, ranked #105.

Moran Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.9M in Q4 2022. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Moran Wealth Management held 11,265 shares of Eli Lilly worth $10.4M as of Q1 2026.
  • Moran Wealth Management bought 652 Eli Lilly shares in Q1 2026, an estimated $661K.
  • Eli Lilly made up 0.32% of Moran Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Moran Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Eli Lilly position peaked at $24.9M in Q4 2022.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.