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Wealth Management Associates’s Eli Lilly LLY Stock Holding History

Wealth Management Associates’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 		$3.29M Sell
2,744
-11
-0.4% -$11.2K 0.91% 25
2026
Q1 		$2.53M Sell
2,755
-938
-25% -$951K 0.87% 27
2025
Q4 		$3.97M Buy
3,693
+5
+0.1% +$4.78K 1.38% 16
2025
Q3 		$2.81M Sell
3,688
-28
-0.8% -$20.8K 1% 24
2025
Q2 		$2.9M Buy
3,716
+24
+0.7% +$18.6K 1.13% 19
2025
Q1 		$3.05M Buy
3,692
+3
+0.1% +$2.5K 1.31% 18
2024
Q4 		$2.85M Sell
3,689
-21
-0.6% -$17.4K 1.22% 18
2024
Q3 		$3.29M Sell
3,710
-8
-0.2% -$7.19K 1.45% 14
2024
Q2 		$3.37M Hold
3,718
– – 1.58% 13
2024
Q1 		$3.37M Sell
3,718
-190
-5% -$135K 1.58% 13
2023
Q4 		$2.28M Buy
3,908
+83
+2% +$48.4K 1.2% 17
2023
Q3 		$2.05M Buy
3,825
+19
+0.5% +$9.79K 1.2% 18
2023
Q2 		$1.78M Sell
3,806
-778
-17% -$326K 1.01% 23
2023
Q1 		$1.57M Sell
4,584
-63
-1% -$21.2K 0.97% 24
2022
Q4 		$1.7M Sell
4,647
-496
-10% -$176K 1.13% 22
2022
Q3 		$1.66M Sell
5,143
-66
-1% -$20.9K 1.17% 19
2022
Q2 		$1.69M Sell
5,209
-103
-2% -$30.9K 1.15% 20
2022
Q1 		$1.52M Hold
5,312
– – 0.86% 24
2021
Q4 		$1.47M Sell
5,312
-118
-2% -$29.9K 0.79% 26
2021
Q3 		$1.25M Sell
5,430
-47
-0.9% -$11.6K 0.73% 29
2021
Q2 		$1.26M Buy
5,477
+1,028
+23% +$206K 0.71% 30
2021
Q1 		$831K Buy
4,449
+739
+20% +$145K 0.53% 45
2020
Q4 		$626K Buy
3,710
+4
+0.1% +$597 0.41% 56
2020
Q3 		$549K Buy
3,706
+4
+0.1% +$619 0.42% 54
2020
Q2 		$608K Buy
3,702
+803
+28% +$123K 0.51% 50
2020
Q1 		$402K Buy
2,899
+4
+0.1% +$550 0.41% 59
2019
Q4 		$380K Buy
2,895
+4
+0.1% +$464 0.27% 85
2019
Q3 		$323K Buy
2,891
+4
+0.1% +$445 0.26% 89
2019
Q2 		$320K Buy
2,887
+4
+0.1% +$471 0.32% 65
2019
Q1 		$374K Buy
+2,883
New +$351K 0.41% 61

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

Wealth Management Associates's LLY Position: Q2 2026 in Review

Wealth Management Associates reduced its Eli Lilly (LLY) stake by 0.4% in Q2 2026, selling an estimated $11.2K and leaving 2,744 shares worth $3.29M. The position accounts for 0.91% of the portfolio, ranked #25.

Wealth Management Associates first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.97M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Wealth Management Associates held 2,744 shares of Eli Lilly worth $3.29M as of Q2 2026.
  • Wealth Management Associates sold 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.91% of Wealth Management Associates's portfolio in Q2 2026, its #25 holding.
  • Wealth Management Associates first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
  • Wealth Management Associates's Eli Lilly position peaked at $3.97M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.