1900 Wealth Management’s Eli Lilly LLY Stock Holding History

1900 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 Q1	$1.37M	Buy	1,485 +90	+6%	+$91.2K	0.09%	92
2025 Q4	$1.5M	Buy	1,395 +297	+27%	+$284K	0.1%	90
2025 Q3	$838K	Buy	1,098 +592	+117%	+$441K	0.06%	114
2025 Q2	$394K	Sell	506 -54	-10%	-$42K	0.03%	167
2025 Q1	$462K	Buy	560 +22	+4%	+$18.3K	0.04%	146
2024 Q4	$416K	Sell	538 -235	-30%	-$195K	0.03%	159
2024 Q3	$685K	Buy	773 +40	+5%	+$36K	0.06%	119
2024 Q2	$664K	Buy	733 +19	+3%	+$15.2K	0.06%	118
2024 Q1	$556K	Sell	714 -200	-22%	-$142K	0.05%	143
2023 Q4	$533K	Sell	914 -114	-11%	-$66.5K	0.05%	182
2023 Q3	$552K	Buy	1,028 +227	+28%	+$117K	0.06%	186
2023 Q2	$376K	Buy	801 +161	+25%	+$67.5K	0.04%	177
2023 Q1	$227K	Hold	640	–	–	0.02%	216
2022 Q4	$234K	Buy	+640	New	+$227K	0.03%	209

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

1900 Wealth Management's LLY Position: Q1 2026 in Review

1900 Wealth Management increased its Eli Lilly (LLY) stake by 6.5% in Q1 2026, buying an estimated $91.2K and bringing the position to 1,485 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #92.

1900 Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

1900 Wealth Management held 1,485 shares of Eli Lilly worth $1.37M as of Q1 2026.
1900 Wealth Management bought 90 Eli Lilly shares in Q1 2026, an estimated $91.2K.
Eli Lilly made up 0.09% of 1900 Wealth Management's portfolio in Q1 2026, its #92 holding.
1900 Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
1900 Wealth Management's Eli Lilly position peaked at $1.5M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.