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Darwin Wealth Management’s Eli Lilly LLY Stock Holding History

Darwin 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 		$309K Sell
335
-36
-10% -$36.5K 0.1% 116
2025
Q4 		$399K Sell
371
-2
-0.5% -$1.91K 0.12% 104
2025
Q3 		$285K Buy
373
+13
+4% +$9.67K 0.09% 120
2025
Q2 		$281K Sell
360
-15
-4% -$11.7K 0.1% 113
2025
Q1 		$290K Hold
375
– – 0.1% 114
2024
Q4 		$290K Sell
375
-51
-12% -$42.2K 0.1% 114
2024
Q3 		$378K Buy
+426
New +$383K 0.1% 107
2024
Q2 		– Sell
-483
Closed -$376K – 116
2024
Q1 		$376K Sell
483
-49
-9% -$34.9K 0.1% 103
2023
Q4 		$310K Sell
532
-94
-15% -$54.9K 0.08% 112
2023
Q3 		$336K Buy
626
+15
+2% +$7.73K 0.09% 111
2023
Q2 		$268K Buy
+611
New +$256K 0.07% 120
2023
Q1 		– Sell
-1,454
Closed -$526K – 169
2022
Q4 		$526K Sell
1,454
-5,333
-79% -$1.89M 0.14% 100
2022
Q3 		$2.26M Buy
6,787
+5,272
+348% +$1.67M 0.56% 44
2022
Q2 		$485K Buy
1,515
+558
+58% +$167K 0.1% 113
2022
Q1 		$274K Hold
957
– – 0.05% 149
2021
Q4 		$233K Buy
957
+1
+0.1% +$254 0.04% 156
2021
Q3 		$221K Sell
956
-111
-10% -$27.4K 0.04% 156
2021
Q2 		$245K Buy
+1,067
New +$214K 0.04% 156
2020
Q3 		– Sell
-19,921
Closed -$3.27M – 167
2020
Q2 		$3.27M Buy
19,921
+18,629
+1,442% +$2.86M 0.83% 34
2020
Q1 		$178K Buy
+1,292
New +$178K 0.06% 141

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

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

Darwin Wealth Management reduced its Eli Lilly (LLY) stake by 9.7% in Q1 2026, selling an estimated $36.5K and leaving 335 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #116.

Darwin Wealth Management first reported a position in LLY in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.27M in Q2 2020. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Darwin Wealth Management held 335 shares of Eli Lilly worth $309K as of Q1 2026.
  • Darwin Wealth Management sold 36 Eli Lilly shares in Q1 2026, an estimated $36.5K.
  • Eli Lilly made up 0.1% of Darwin Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Darwin Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 20 quarters since.
  • Darwin Wealth Management's Eli Lilly position peaked at $3.27M in Q2 2020.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.