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Angeles Wealth Management’s Eli Lilly LLY Stock Holding History

Angeles 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 		$6.86M Buy
7,458
+732
+11% +$742K 0.37% 35
2025
Q4 		$7.23M Buy
6,726
+1,255
+23% +$1.2M 0.4% 33
2025
Q3 		$4.17M Sell
5,471
-243
-4% -$181K 0.26% 41
2025
Q2 		$4.45M Buy
5,714
+588
+11% +$457K 0.31% 35
2025
Q1 		$4.23M Buy
5,126
+369
+8% +$307K 0.35% 36
2024
Q4 		$3.67M Sell
4,757
-47
-1% -$38.9K 0.3% 36
2024
Q3 		$4.26M Buy
4,804
+397
+9% +$357K 0.37% 31
2024
Q2 		$3.99M Buy
4,407
+354
+9% +$283K 0.37% 31
2024
Q1 		$3.15M Buy
4,053
+644
+19% +$458K 0.32% 35
2023
Q4 		$1.99M Buy
3,409
+237
+7% +$138K 0.24% 39
2023
Q3 		$1.7M Sell
3,172
-2,126
-40% -$1.1M 0.24% 40
2023
Q2 		$2.48M Buy
5,298
+2,847
+116% +$1.19M 0.34% 29
2023
Q1 		$842K Sell
2,451
-2,937
-55% -$991K 0.13% 81
2022
Q4 		$1.97M Buy
5,388
+4,422
+458% +$1.57M 0.35% 39
2022
Q3 		$312K Buy
966
+196
+25% +$62.1K 0.06% 120
2022
Q2 		$250K Buy
770
+29
+4% +$8.71K 0.05% 145
2022
Q1 		$212K Buy
+741
New +$191K 0.04% 156

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

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

Angeles Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $742K and bringing the position to 7,458 shares worth $6.86M. The position accounts for 0.37% of the portfolio, ranked #35.

Angeles Wealth Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.23M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Angeles Wealth Management held 7,458 shares of Eli Lilly worth $6.86M as of Q1 2026.
  • Angeles Wealth Management bought 732 Eli Lilly shares in Q1 2026, an estimated $742K.
  • Eli Lilly made up 0.37% of Angeles Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Angeles Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Eli Lilly position peaked at $7.23M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.