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Nicholson Wealth Management Group’s Eli Lilly LLY Stock Holding History

Nicholson Wealth Management Group’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 		$2.76M Sell
2,298
-9
-0.4% -$9.2K 1.62% 9
2026
Q1 		$2.12M Sell
2,307
-112
-5% -$114K 1.23% 22
2025
Q4 		$2.6M Sell
2,419
-163
-6% -$156K 1.53% 7
2025
Q3 		$1.97M Buy
2,582
+988
+62% +$735K 1.15% 24
2025
Q2 		$1.24M Buy
1,594
+543
+52% +$422K 0.77% 73
2025
Q1 		$868K Buy
1,051
+631
+150% +$525K 0.57% 78
2024
Q4 		$324K Hold
420
– – 0.22% 93
2024
Q3 		$372K Buy
+420
New +$378K 0.31% 88

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

Nicholson Wealth Management Group's LLY Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Eli Lilly (LLY) stake by 0.39% in Q2 2026, selling an estimated $9.2K and leaving 2,298 shares worth $2.76M. The position accounts for 1.62% of the portfolio, ranked #9.

Nicholson Wealth Management Group first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Nicholson Wealth Management Group held 2,298 shares of Eli Lilly worth $2.76M as of Q2 2026.
  • Nicholson Wealth Management Group sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 1.62% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #9 holding.
  • Nicholson Wealth Management Group first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.