AMJ Financial Wealth Management’s Eli Lilly LLY Stock Holding History

AMJ Financial 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	$289K	Hold	314	–	–	0.07%	76
2025 Q4	$338K	Hold	314	–	–	0.08%	79
2025 Q3	$240K	Hold	314	–	–	0.06%	84
2025 Q2	$245K	Hold	314	–	–	0.06%	82
2025 Q1	$260K	Sell	314 -7	-2%	-$5.83K	0.08%	80
2024 Q4	$248K	Sell	321 -3	-0.9%	-$2.48K	0.07%	82
2024 Q3	$287K	Hold	324	–	–	0.08%	80
2024 Q2	$294K	Sell	324 -8	-2%	-$6.4K	0.09%	73
2024 Q1	$259K	Sell	332 -12	-3%	-$8.54K	0.09%	70
2023 Q4	$201K	Buy	+344	New	+$201K	0.08%	67

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

AMJ Financial Wealth Management's LLY Position: Q1 2026 in Review

AMJ Financial Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 314 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #76.

AMJ Financial Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

AMJ Financial Wealth Management held 314 shares of Eli Lilly worth $289K as of Q1 2026.
AMJ Financial Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.07% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #76 holding.
AMJ Financial Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
AMJ Financial Wealth Management's Eli Lilly position peaked at $338K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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