CarsonAllaria Wealth Management’s Eli Lilly LLY Stock Holding History

CarsonAllaria 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	$1.35M	Hold	1,472	–	–	0.67%	26
2025 Q4	$1.58M	Buy	1,472 +2	+0.1%	+$1.91K	0.79%	26
2025 Q3	$1.12M	Buy	1,470 +1	+0.1%	+$744	0.58%	27
2025 Q2	$1.15M	Sell	1,469 -4	-0.3%	-$3.11K	0.61%	27
2025 Q1	$1.22M	Sell	1,473 -3	-0.2%	-$2.5K	0.71%	27
2024 Q4	$1.14M	Sell	1,476 -121	-8%	-$100K	0.65%	26
2024 Q3	$1.42M	Buy	1,597 +2	+0.1%	+$1.8K	0.81%	25
2024 Q2	$1.44M	Sell	1,595 -38	-2%	-$30.4K	0.88%	24
2024 Q1	$1.27M	Buy	1,633 +3	+0.2%	+$2.13K	0.8%	25
2023 Q4	$950K	Sell	1,630 -18	-1%	-$10.5K	0.68%	24
2023 Q3	$885K	Hold	1,648	–	–	0.72%	25
2023 Q2	$773K	Buy	1,648 +4	+0.2%	+$1.68K	0.61%	25
2023 Q1	$565K	Buy	1,644 +5	+0.3%	+$1.69K	0.48%	29
2022 Q4	$600K	Buy	1,639 +1,145	+232%	+$406K	0.53%	28
2022 Q3	$160K	Buy	494 +2	+0.4%	+$634	0.15%	73
2022 Q2	$160K	Hold	492	–	–	0.15%	75
2022 Q1	$141K	Buy	492 +2	+0.4%	+$515	0.13%	77
2021 Q4	$135K	Buy	+490	New	+$124K	0.12%	83

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

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

CarsonAllaria Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 1,472 shares worth $1.35M. The position accounts for 0.67% of the portfolio, ranked #26.

CarsonAllaria Wealth Management first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

CarsonAllaria Wealth Management held 1,472 shares of Eli Lilly worth $1.35M as of Q1 2026.
CarsonAllaria Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.67% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #26 holding.
CarsonAllaria Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's Eli Lilly position peaked at $1.58M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.