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Consilium Wealth Advisory’s Eli Lilly LLY Stock Holding History

Consilium Wealth Advisory’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 		$3.42M Buy
3,722
+362
+11% +$367K 1.17% 22
2025
Q4 		$3.61M Sell
3,360
-35
-1% -$33.5K 1.33% 22
2025
Q3 		$2.59M Buy
3,395
+363
+12% +$270K 1% 25
2025
Q2 		$2.36M Sell
3,032
-305
-9% -$237K 1% 24
2025
Q1 		$2.76M Buy
3,337
+137
+4% +$114K 1.38% 20
2024
Q4 		$2.47M Sell
3,200
-782
-20% -$648K 1.18% 23
2024
Q3 		$3.53M Sell
3,982
-545
-12% -$490K 1.93% 15
2024
Q2 		$4.1M Sell
4,527
-24
-0.5% -$19.2K 2.24% 14
2024
Q1 		$3.54M Buy
4,551
+10
+0.2% +$7.12K 1.99% 17
2023
Q4 		$2.65M Buy
4,541
+246
+6% +$144K 1.59% 19
2023
Q3 		$2.31M Buy
4,295
+161
+4% +$83K 1.62% 19
2023
Q2 		$1.94M Buy
4,134
+313
+8% +$131K 1.34% 19
2023
Q1 		$1.31M Sell
3,821
-827
-18% -$279K 1.12% 18
2022
Q4 		$1.7M Sell
4,648
-224
-5% -$79.4K 1.45% 16
2022
Q3 		$1.57M Buy
4,872
+53
+1% +$16.8K 1.76% 14
2022
Q2 		$1.56M Buy
4,819
+27
+0.6% +$8.11K 1.68% 17
2022
Q1 		$1.37M Sell
4,792
-324
-6% -$83.4K 0.98% 25
2021
Q4 		$1.41M Buy
+5,116
New +$1.3M 0.92% 24

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

Consilium Wealth Advisory's LLY Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $367K and bringing the position to 3,722 shares worth $3.42M. The position accounts for 1.17% of the portfolio, ranked #22.

Consilium Wealth Advisory first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Consilium Wealth Advisory held 3,722 shares of Eli Lilly worth $3.42M as of Q1 2026.
  • Consilium Wealth Advisory bought 362 Eli Lilly shares in Q1 2026, an estimated $367K.
  • Eli Lilly made up 1.17% of Consilium Wealth Advisory's portfolio in Q1 2026, its #22 holding.
  • Consilium Wealth Advisory first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's Eli Lilly position peaked at $4.1M in Q2 2024.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.