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Schrum Private Wealth Management’s Eli Lilly LLY Stock Holding History

Schrum Private Wealth Management’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 		$220K Buy
+232
New +$237K 0.23% 108
2024
Q4 		– Sell
-352
Closed -$312K – 152
2024
Q3 		$312K Buy
+352
New +$316K 0.16% 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 $3.38T AUM 44.17% 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

Schrum Private Wealth Management's LLY Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Eli Lilly (LLY) in Q2 2026: 232 shares worth $220K. The stake represents 0.23% of the portfolio and ranks #108 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in LLY as recently as Q3 2024.

Schrum Private Wealth Management first reported a position in LLY in Q3 2024 and has held it in 2 quarters since. The position peaked at $312K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Schrum Private Wealth Management held 232 shares of Eli Lilly worth $220K as of Q2 2026.
  • Eli Lilly was a new Schrum Private Wealth Management position in Q2 2026.
  • Eli Lilly made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Schrum Private Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 2 quarters since.
  • Schrum Private Wealth Management's Eli Lilly position peaked at $312K in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.