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LLYLLY
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Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in ELI LILLY & CO

NewEdge Wealth, LLC holds 64,986 shares of LLY (ELI LILLY & CO), worth $77.9M as of 2026-Q2. The position was increased (+1.9% shares). LLY represents 0.8% of NewEdge Wealth, LLC's portfolio.

Current Value

$77.9M

Current Shares

64,986

Total Value Change

+$12.1M

Total Shares Change

-9,310

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
64,986
+1.9%
$77.9M0.8%$1,197.71
43
2026-Q1
Increased
63,804
+0.1%
$58.7M0.7%$916.88
41
2025-Q4
Increased
63,775
+11.1%
$68.5M0.8%$1,069.51
46
2025-Q3
Decreased
57,388
-14.8%
$53.1M0.8%$758.22
0
2025-Q2
Decreased
67,370
-1.9%
$43.2M0.7%$772.95
0
2025-Q1
Decreased
68,705
-14.5%
$56.7M1.0%$817.26
0
2024-Q4
Increased
80,399
+8.2%
$62.1M1.1%$762.60
50
2024-Q3
Increased
74,296
+16.1%
$65.8M1.2%$873.71
54

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

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