Morey & Quinn Wealth Partners’s Eli Lilly LLY Stock Holding History

Morey & Quinn Wealth Partners’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	$723K	Sell	603 -29	-5%	-$29.6K	0.47%	55
2026 Q1	$581K	Sell	632 -29	-4%	-$29.4K	0.41%	59
2025 Q4	$710K	Buy	661 +10	+2%	+$9.56K	0.51%	52
2025 Q3	$497K	Buy	651 +28	+4%	+$20.8K	0.37%	70
2025 Q2	$486K	Buy	623 +102	+20%	+$79.3K	0.39%	63
2025 Q1	$430K	Buy	521 +3	+0.6%	+$2.5K	0.36%	70
2024 Q4	$400K	Buy	+518	New	+$429K	0.34%	74

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morey & Quinn Wealth Partners's LLY Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Eli Lilly (LLY) stake by 4.6% in Q2 2026, selling an estimated $29.6K and leaving 603 shares worth $723K. The position accounts for 0.47% of the portfolio, ranked #55.

Morey & Quinn Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,713 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Morey & Quinn Wealth Partners held 603 shares of Eli Lilly worth $723K as of Q2 2026.
Morey & Quinn Wealth Partners sold 29 Eli Lilly shares in Q2 2026, an estimated $29.6K.
Eli Lilly made up 0.47% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #55 holding.
Morey & Quinn Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
1,713 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.