1776 Wealth’s Eli Lilly LLY Stock Holding History

1776 Wealth’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 Q1	$2.08M	Buy	2,261 +169	+8%	+$171K	0.82%	24
2025 Q4	$2.25M	Buy	2,092 +44	+2%	+$42.1K	0.85%	22
2025 Q3	$1.56M	Buy	2,048 +58	+3%	+$43.2K	0.6%	31
2025 Q2	$1.55M	Sell	1,990 -25	-1%	-$19.4K	0.64%	29
2025 Q1	$1.66M	Sell	2,015 -9	-0.4%	-$7.49K	0.76%	24
2024 Q4	$1.56M	Buy	2,024 +841	+71%	+$696K	0.72%	27
2024 Q3	$1.05M	Sell	1,183 -69	-6%	-$62K	0.47%	40
2024 Q2	$1.13M	Buy	1,252 +76	+6%	+$60.8K	0.51%	38
2024 Q1	$915K	Sell	1,176 -30	-2%	-$21.4K	0.43%	45
2023 Q4	$703K	Hold	1,206	–	–	0.35%	49
2023 Q3	$648K	Hold	1,206	–	–	0.34%	51
2023 Q2	$566K	Buy	+1,206	New	+$506K	0.3%	63
2020 Q3	–	Sell	-145	Closed	-$23K	–	223
2020 Q2	$23K	Buy	+145	New	+$22.3K	0.02%	244

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1776 Wealth's LLY Position: Q1 2026 in Review

1776 Wealth increased its Eli Lilly (LLY) stake by 8.1% in Q1 2026, buying an estimated $171K and bringing the position to 2,261 shares worth $2.08M. The position accounts for 0.82% of the portfolio, ranked #24.

1776 Wealth first reported a position in LLY in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.25M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

1776 Wealth held 2,261 shares of Eli Lilly worth $2.08M as of Q1 2026.
1776 Wealth bought 169 Eli Lilly shares in Q1 2026, an estimated $171K.
Eli Lilly made up 0.82% of 1776 Wealth's portfolio in Q1 2026, its #24 holding.
1776 Wealth first reported a position in Eli Lilly in Q2 2020 and has held it in 13 quarters since.
1776 Wealth's Eli Lilly position peaked at $2.25M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.