Channel Wealth’s Eli Lilly LLY Stock Holding History

Channel Wealth’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	$9M	Buy	9,785 +512	+6%	+$519K	2.18%	9
2025 Q4	$9.97M	Sell	9,273 -585	-6%	-$559K	2.52%	7
2025 Q3	$7.52M	Sell	9,858 -359	-4%	-$267K	2.01%	13
2025 Q2	$7.96M	Buy	10,217 +270	+3%	+$210K	2.25%	11
2025 Q1	$8.22M	Buy	9,947 +1,443	+17%	+$1.2M	2.55%	6
2024 Q4	$6.57M	Buy	8,504 +870	+11%	+$720K	2.14%	11
2024 Q3	$6.76M	Buy	7,634 +2,125	+39%	+$1.91M	2.23%	11
2024 Q2	$4.99M	Buy	5,509 +17	+0.3%	+$13.6K	1.81%	15
2024 Q1	$4.27M	Sell	5,492 -59	-1%	-$42K	1.72%	17
2023 Q4	$3.24M	Buy	5,551 +2,551	+85%	+$1.49M	1.53%	17
2023 Q3	$1.61M	Buy	3,000 +110	+4%	+$56.7K	0.9%	34
2023 Q2	$1.36M	Buy	2,890 +174	+6%	+$73K	0.78%	34
2023 Q1	$933K	Buy	+2,716	New	+$916K	0.6%	52

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

Channel Wealth's LLY Position: Q1 2026 in Review

Channel Wealth increased its Eli Lilly (LLY) stake by 5.5% in Q1 2026, buying an estimated $519K and bringing the position to 9,785 shares worth $9M. The position accounts for 2.18% of the portfolio, ranked #9.

Channel Wealth first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.97M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Channel Wealth held 9,785 shares of Eli Lilly worth $9M as of Q1 2026.
Channel Wealth bought 512 Eli Lilly shares in Q1 2026, an estimated $519K.
Eli Lilly made up 2.18% of Channel Wealth's portfolio in Q1 2026, its #9 holding.
Channel Wealth first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
Channel Wealth's Eli Lilly position peaked at $9.97M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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