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Alliance Wealth Management Group’s Eli Lilly LLY Stock Holding History

Alliance Wealth Management Group’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 		$210K Buy
228
+25
+12% +$25.3K 0.05% 93
2025
Q4 		$218K Buy
+203
New +$194K 0.05% 91

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

Alliance Wealth Management Group's LLY Position: Q1 2026 in Review

Alliance Wealth Management Group increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $25.3K and bringing the position to 228 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #93.

Alliance Wealth Management Group first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Alliance Wealth Management Group held 228 shares of Eli Lilly worth $210K as of Q1 2026.
  • Alliance Wealth Management Group bought 25 Eli Lilly shares in Q1 2026, an estimated $25.3K.
  • Eli Lilly made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #93 holding.
  • Alliance Wealth Management Group first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Alliance Wealth Management Group's Eli Lilly position peaked at $218K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.