WWMSC
LLY icon

Wagner Wealth Management (South Carolina)’s Eli Lilly LLY Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$485K Sell
404
-7
-2% -$7.15K 0.09% 95
2026
Q1 		$378K Hold
411
– – 0.08% 91
2025
Q4 		$442K Buy
+411
New +$393K 0.09% 85
2024
Q3 		– Sell
-398
Closed -$360K – 254
2024
Q2 		$360K Buy
+398
New +$318K 0.11% 87
2022
Q4 		– Sell
-178
Closed -$57K – 504
2022
Q3 		$57K Sell
178
-30
-14% -$9.51K 0.04% 192
2022
Q2 		$67K Buy
+208
New +$62.4K 0.05% 175
2022
Q1 		– Sell
-128
Closed -$35K – 454
2021
Q4 		$35K Buy
128
+18
+16% +$4.56K 0.03% 311
2021
Q3 		$28K Buy
110
+41
+59% +$10.1K 0.02% 329
2021
Q2 		$16K Hold
69
– – 0.01% 422
2021
Q1 		$13K Buy
+69
New +$13.5K 0.01% 426
2018
Q3 		$304K Buy
2,837
+945
+50% +$94.5K 0.2% 96
2018
Q2 		$161K Buy
1,892
+500
+36% +$41.1K 0.12% 132
2018
Q1 		$108K Buy
1,392
+600
+76% +$48.3K 0.08% 163
2017
Q4 		$68K Buy
+792
New +$67.4K 0.05% 196

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

Wagner Wealth Management (South Carolina)'s LLY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Eli Lilly (LLY) stake by 1.7% in Q2 2026, selling an estimated $7.15K and leaving 404 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #95.

Wagner Wealth Management (South Carolina) first reported a position in LLY in Q4 2017 and has held it in 14 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 404 shares of Eli Lilly worth $485K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
  • Eli Lilly made up 0.09% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #95 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Eli Lilly in Q4 2017 and has held it in 14 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.