Ariadne Wealth Management’s Eli Lilly LLY Stock Holding History

Ariadne 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	$1.14M	Buy	1,234 +82	+7%	+$83.1K	0.51%	41
2025 Q4	$1.2M	Sell	1,152 -4	-0.3%	-$3.83K	0.49%	44
2025 Q3	$1.18M	Buy	1,156 +26	+2%	+$19.3K	0.53%	45
2025 Q2	$746K	Sell	1,130 -93	-8%	-$72.3K	0.36%	61
2025 Q1	$899K	Buy	1,223 +20	+2%	+$16.6K	0.47%	55
2024 Q4	$1.05M	Buy	1,203 +82	+7%	+$67.9K	0.48%	51
2024 Q3	$894K	Buy	+1,121	New	+$1.01M	0.49%	42

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

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

Ariadne Wealth Management increased its Eli Lilly (LLY) stake by 7.1% in Q1 2026, buying an estimated $83.1K and bringing the position to 1,234 shares worth $1.14M. The position accounts for 0.51% of the portfolio, ranked #41.

Ariadne Wealth Management first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ariadne Wealth Management held 1,234 shares of Eli Lilly worth $1.14M as of Q1 2026.
Ariadne Wealth Management bought 82 Eli Lilly shares in Q1 2026, an estimated $83.1K.
Eli Lilly made up 0.51% of Ariadne Wealth Management's portfolio in Q1 2026, its #41 holding.
Ariadne Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's Eli Lilly position peaked at $1.2M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.