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Copia Wealth Management’s Eli Lilly LLY Stock Holding History

Copia 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 		$30.4K Sell
33
-1
-3% -$1.01K 0.02% 240
2025
Q4 		$36.5K Hold
34
– – 0.03% 225
2025
Q3 		$25.9K Hold
34
– – 0.02% 247
2025
Q2 		$26.5K Buy
34
+3
+10% +$2.33K 0.02% 215
2025
Q1 		$25.6K Buy
31
+6
+24% +$4.99K 0.02% 205
2024
Q4 		$19.3K Buy
+25
New +$20.7K 0.02% 215

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

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

Copia Wealth Management reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $1.01K and leaving 33 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #240.

Copia Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.5K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Copia Wealth Management held 33 shares of Eli Lilly worth $30.4K as of Q1 2026.
  • Copia Wealth Management sold 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
  • Eli Lilly made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Copia Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Eli Lilly position peaked at $36.5K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.