XWM
LLY icon

Xcel Wealth Management’s Eli Lilly LLY Stock Holding History

Xcel 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 		$473K Buy
394
+6
+2% +$6.13K 0.11% 106
2026
Q1 		$357K Buy
388
+12
+3% +$12.2K 0.1% 116
2025
Q4 		$404K Sell
376
-2
-0.5% -$1.91K 0.1% 114
2025
Q3 		$288K Sell
378
-40
-10% -$29.8K 0.08% 124
2025
Q2 		$326K Buy
+418
New +$325K 0.09% 111
2025
Q1 		– Sell
-509
Closed -$393K – 133
2024
Q4 		$393K Hold
509
– – 0.11% 95
2024
Q3 		$451K Sell
509
-46
-8% -$41.4K 0.13% 89
2024
Q2 		$502K Buy
555
+20
+4% +$16K 0.16% 78
2024
Q1 		$416K Buy
535
+9
+2% +$6.41K 0.13% 88
2023
Q4 		$307K Sell
526
-39
-7% -$22.8K 0.11% 94
2023
Q3 		$303K Sell
565
-677
-55% -$349K 0.12% 91
2023
Q2 		$582K Buy
1,242
+202
+19% +$84.7K 0.18% 82
2023
Q1 		$357K Sell
1,040
-100
-9% -$33.7K 0.13% 103
2022
Q4 		$417K Sell
1,140
-42
-4% -$14.9K 0.16% 87
2022
Q3 		$382K Hold
1,182
– – 0.14% 91
2022
Q2 		$383K Sell
1,182
-2,139
-64% -$642K 0.14% 88
2022
Q1 		$951K Buy
3,321
+490
+17% +$126K 0.26% 69
2021
Q4 		$782K Buy
2,831
+1,001
+55% +$254K 0.2% 84
2021
Q3 		$423K Hold
1,830
– – 0.12% 106
2021
Q2 		$420K Buy
1,830
+65
+4% +$13.1K 0.13% 105
2021
Q1 		$330K Buy
1,765
+500
+40% +$97.8K 0.12% 102
2020
Q4 		$213K Buy
+1,265
New +$189K 0.09% 116
2019
Q2 		– Sell
-2,340
Closed -$303K – 78
2019
Q1 		$303K Sell
2,340
-501
-18% -$60.9K 0.31% 62
2018
Q4 		$328K Buy
+2,841
New +$317K 0.4% 51

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

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

Xcel Wealth Management increased its Eli Lilly (LLY) stake by 1.5% in Q2 2026, buying an estimated $6.13K and bringing the position to 394 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #106.

Xcel Wealth Management first reported a position in LLY in Q4 2018 and has held it in 24 quarters since. The position peaked at $951K in Q1 2022. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Xcel Wealth Management held 394 shares of Eli Lilly worth $473K as of Q2 2026.
  • Xcel Wealth Management bought 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
  • Eli Lilly made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Xcel Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 24 quarters since.
  • Xcel Wealth Management's Eli Lilly position peaked at $951K in Q1 2022.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.