49 Wealth Management’s Eli Lilly LLY Stock Holding History

49 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	$589K	Buy	640 +71	+12%	+$72K	0.04%	102
2025 Q4	$611K	Buy	569 +84	+17%	+$80.3K	0.05%	94
2025 Q3	$370K	Buy	485 +62	+15%	+$46.1K	0.03%	126
2025 Q2	$330K	Sell	423 -84	-17%	-$65.3K	0.04%	127
2025 Q1	$419K	Sell	507 -251	-33%	-$209K	0.05%	105
2024 Q4	$585K	Buy	758 +319	+73%	+$264K	0.08%	75
2024 Q3	$389K	Sell	439 -9	-2%	-$8.09K	0.06%	99
2024 Q2	$409K	Buy	448 +121	+37%	+$96.8K	0.08%	92
2024 Q1	$249K	Buy	+327	New	+$233K	0.05%	101

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

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

49 Wealth Management increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $72K and bringing the position to 640 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #102.

49 Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $611K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

49 Wealth Management held 640 shares of Eli Lilly worth $589K as of Q1 2026.
49 Wealth Management bought 71 Eli Lilly shares in Q1 2026, an estimated $72K.
Eli Lilly made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #102 holding.
49 Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
49 Wealth Management's Eli Lilly position peaked at $611K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.