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Daner Wealth Management’s Eli Lilly LLY Stock Holding History

Daner 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 		$685K Sell
692
-122
-15% -$124K 0.4% 38
2025
Q4 		$835K Buy
814
+19
+2% +$18.2K 0.51% 27
2025
Q3 		$639K Buy
795
+71
+10% +$52.8K 0.41% 34
2025
Q2 		$463K Buy
+724
New +$563K 0.32% 42
2024
Q4 		$402K Buy
+488
New +$404K 0.29% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Daner Wealth Management reduced its Eli Lilly (LLY) stake by 15% in Q1 2026, selling an estimated $124K and leaving 692 shares worth $685K. The position accounts for 0.4% of the portfolio, ranked #38.

Daner Wealth Management first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $835K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Daner Wealth Management held 692 shares of Eli Lilly worth $685K as of Q1 2026.
  • Daner Wealth Management sold 122 Eli Lilly shares in Q1 2026, an estimated $124K.
  • Eli Lilly made up 0.4% of Daner Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Daner Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Eli Lilly position peaked at $835K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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