BetterWealth’s Eli Lilly LLY Stock Holding History

BetterWealth’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	$600K	Buy	652 +68	+12%	+$68.9K	0.12%	40
2025 Q4	$627K	Sell	584 -8	-1%	-$7.65K	0.14%	36
2025 Q3	$452K	Buy	592 +14	+2%	+$10.4K	0.11%	40
2025 Q2	$450K	Hold	578	–	–	0.12%	37
2025 Q1	$477K	Sell	578 -11	-2%	-$9.15K	0.13%	34
2024 Q4	$455K	Buy	589 +21	+4%	+$17.4K	0.13%	38
2024 Q3	$503K	Hold	568	–	–	0.15%	35
2024 Q2	$514K	Hold	568	–	–	0.16%	33
2024 Q1	$442K	Sell	568 -6	-1%	-$4.27K	0.14%	39
2023 Q4	$334K	Buy	574 +6	+1%	+$3.5K	0.11%	47
2023 Q3	$305K	Hold	568	–	–	0.12%	37
2023 Q2	$266K	Buy	+568	New	+$238K	0.1%	37
2023 Q1	–	Sell	-568	Closed	-$208K	–	45
2022 Q4	$208K	Buy	+568	New	+$201K	0.09%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

BetterWealth's LLY Position: Q1 2026 in Review

BetterWealth increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $68.9K and bringing the position to 652 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #40.

BetterWealth first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $627K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

BetterWealth held 652 shares of Eli Lilly worth $600K as of Q1 2026.
BetterWealth bought 68 Eli Lilly shares in Q1 2026, an estimated $68.9K.
Eli Lilly made up 0.12% of BetterWealth's portfolio in Q1 2026, its #40 holding.
BetterWealth first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
BetterWealth's Eli Lilly position peaked at $627K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.