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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
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 $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

MPWM Advisory Solutions's LLY Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Eli Lilly (LLY) stake by 1.5% in Q1 2026, buying an estimated $3.04K and bringing the position to 207 shares worth $190K. The position accounts for 0.1% of the portfolio, ranked #106.

MPWM Advisory Solutions first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • MPWM Advisory Solutions held 207 shares of Eli Lilly worth $190K as of Q1 2026.
  • MPWM Advisory Solutions bought 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
  • Eli Lilly made up 0.1% of MPWM Advisory Solutions's portfolio in Q1 2026, its #106 holding.
  • MPWM Advisory Solutions first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Eli Lilly position peaked at $254K in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.