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Able Wealth Management’s Eli Lilly LLY Stock Holding History

Able 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 		$255K Buy
313
+57
+22% +$57.8K 0.07% 105
2025
Q4 		$236K Buy
+256
New +$245K 0.07% 100
2024
Q1 		– Sell
-129
Closed -$75.5K – 360
2023
Q4 		$75.5K Buy
+129
New +$75.3K 0.07% 110

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Able Wealth Management increased its Eli Lilly (LLY) stake by 22% in Q1 2026, buying an estimated $57.8K and bringing the position to 313 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #105.

Able Wealth Management first reported a position in LLY in Q4 2023 and has held it in 3 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Able Wealth Management held 313 shares of Eli Lilly worth $255K as of Q1 2026.
  • Able Wealth Management bought 57 Eli Lilly shares in Q1 2026, an estimated $57.8K.
  • Eli Lilly made up 0.07% of Able Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Able Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 3 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.