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Schneider Downs Wealth Management Advisors’s Eli Lilly LLY Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$258K Buy
+215
New +$220K 0.02% 149
2026
Q1 		– Sell
-207
Closed -$223K – 160
2025
Q4 		$223K Buy
+207
New +$198K 0.03% 145
2024
Q4 		– Sell
-239
Closed -$212K – 143
2024
Q3 		$212K Sell
239
-2
-0.8% -$1.8K 0.04% 133
2024
Q2 		$218K Sell
241
-64
-21% -$51.2K 0.05% 122
2024
Q1 		$237K Sell
305
-119
-28% -$84.7K 0.05% 119
2023
Q4 		$247K Buy
+424
New +$247K 0.06% 99
2022
Q4 		– Sell
-760
Closed -$246K – 136
2022
Q3 		$246K Sell
760
-19
-2% -$6.02K 0.07% 107
2022
Q2 		$253K Sell
779
-30
-4% -$9.01K 0.07% 113
2022
Q1 		$232K Sell
809
-482
-37% -$124K 0.06% 134
2021
Q4 		$357K Sell
1,291
-185
-13% -$46.9K 0.09% 103
2021
Q3 		$341K Buy
1,476
+472
+47% +$116K 0.09% 96
2021
Q2 		$230K Buy
+1,004
New +$202K 0.06% 127

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

Schneider Downs Wealth Management Advisors's LLY Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 215 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in LLY as recently as Q4 2025.

Schneider Downs Wealth Management Advisors first reported a position in LLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $357K in Q4 2021. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 215 shares of Eli Lilly worth $258K as of Q2 2026.
  • Eli Lilly was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
  • Eli Lilly made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #149 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 12 quarters since.
  • Schneider Downs Wealth Management Advisors's Eli Lilly position peaked at $357K in Q4 2021.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.