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Buck Wealth Strategies’s Eli Lilly LLY Stock Holding History

Buck Wealth Strategies’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 		$455K Sell
495
-20
-4% -$20.3K 0.06% 108
2025
Q4 		$553K Buy
515
+191
+59% +$183K 0.07% 99
2025
Q3 		$247K Buy
+324
New +$241K 0.03% 157
2023
Q4 		– Sell
-10
Closed -$5.62K – 231
2023
Q3 		$5.62K Hold
10
– – ﹤0.01% 232
2023
Q2 		$4.9K Hold
10
– – ﹤0.01% 188
2023
Q1 		$3.58K Buy
+10
New +$3.37K ﹤0.01% 145

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

Buck Wealth Strategies's LLY Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Eli Lilly (LLY) stake by 3.9% in Q1 2026, selling an estimated $20.3K and leaving 495 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #108.

Buck Wealth Strategies first reported a position in LLY in Q1 2023 and has held it in 6 quarters since. The position peaked at $553K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Buck Wealth Strategies held 495 shares of Eli Lilly worth $455K as of Q1 2026.
  • Buck Wealth Strategies sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
  • Eli Lilly made up 0.06% of Buck Wealth Strategies's portfolio in Q1 2026, its #108 holding.
  • Buck Wealth Strategies first reported a position in Eli Lilly in Q1 2023 and has held it in 6 quarters since.
  • Buck Wealth Strategies's Eli Lilly position peaked at $553K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.