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MPWM Advisory Solutions’s Eli Lilly LLY Stock Holding History

MPWM Advisory Solutions’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 		$384K Buy
320
+113
+55% +$115K 0.18% 76
2026
Q1 		$190K Buy
207
+3
+1% +$3.04K 0.1% 106
2025
Q4 		$219K Sell
204
-49
-19% -$46.9K 0.12% 85
2025
Q3 		$193K Buy
253
+27
+12% +$20.1K 0.12% 90
2025
Q2 		$176K Sell
226
-81
-26% -$62.9K 0.11% 88
2025
Q1 		$254K Buy
307
+63
+26% +$52.4K 0.18% 62
2024
Q4 		$188K Buy
+244
New +$202K 0.14% 75

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

MPWM Advisory Solutions's LLY Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Eli Lilly (LLY) stake by 55% in Q2 2026, buying an estimated $115K and bringing the position to 320 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #76.

MPWM Advisory Solutions first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MPWM Advisory Solutions held 320 shares of Eli Lilly worth $384K as of Q2 2026.
  • MPWM Advisory Solutions bought 113 Eli Lilly shares in Q2 2026, an estimated $115K.
  • Eli Lilly made up 0.18% of MPWM Advisory Solutions's portfolio in Q2 2026, its #76 holding.
  • MPWM Advisory Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.