BlackDiamond Wealth Management’s Eli Lilly LLY Stock Holding History

BlackDiamond 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	$1.15M	Buy	1,254 +53	+4%	+$53.7K	0.55%	47
2025 Q4	$1.25M	Buy	1,201 +54	+5%	+$51.6K	0.61%	44
2025 Q3	$875K	Buy	1,147 +45	+4%	+$33.5K	0.48%	49
2025 Q2	$855K	Sell	1,102 -51	-4%	-$39.6K	0.49%	44
2025 Q1	$847K	Buy	1,153 +180	+18%	+$150K	0.57%	42
2024 Q4	$751K	Sell	973 -138	-12%	-$114K	0.43%	50
2024 Q3	$910K	Buy	1,111 +115	+12%	+$103K	0.55%	46
2024 Q2	$842K	Buy	996 +206	+26%	+$165K	0.55%	45
2024 Q1	$615K	Buy	790 +21	+3%	+$14.9K	0.44%	57
2023 Q4	$543K	Buy	769 +37	+5%	+$21.6K	0.4%	58
2023 Q3	$414K	Sell	732 -22	-3%	-$11.3K	0.37%	65
2023 Q2	$345K	Buy	754 +98	+15%	+$41.1K	0.29%	81
2023 Q1	$252K	Sell	656 -7	-1%	-$2.36K	0.26%	93
2022 Q4	$234K	Buy	+663	New	+$235K	0.27%	95

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

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

BlackDiamond Wealth Management increased its Eli Lilly (LLY) stake by 4.4% in Q1 2026, buying an estimated $53.7K and bringing the position to 1,254 shares worth $1.15M. The position accounts for 0.55% of the portfolio, ranked #47.

BlackDiamond Wealth Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

BlackDiamond Wealth Management held 1,254 shares of Eli Lilly worth $1.15M as of Q1 2026.
BlackDiamond Wealth Management bought 53 Eli Lilly shares in Q1 2026, an estimated $53.7K.
Eli Lilly made up 0.55% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #47 holding.
BlackDiamond Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
BlackDiamond Wealth Management's Eli Lilly position peaked at $1.25M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.