Daymark Wealth Partners’s Eli Lilly LLY Stock Holding History

Daymark Wealth Partners’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	$13.3M	Buy	14,476 +1,112	+8%	+$1.13M	0.42%	48
2025 Q4	$14.4M	Sell	13,364 -19	-0.1%	-$18.2K	0.46%	47
2025 Q3	$10.2M	Buy	13,383 +2,119	+19%	+$1.58M	0.35%	59
2025 Q2	$8.78M	Buy	11,264 +473	+4%	+$368K	0.33%	61
2025 Q1	$8.91M	Buy	10,791 +57	+0.5%	+$47.4K	0.38%	56
2024 Q4	$8.29M	Sell	10,734 -986	-8%	-$816K	0.35%	61
2024 Q3	$10.4M	Buy	11,720 +162	+1%	+$146K	0.44%	51
2024 Q2	$10.5M	Buy	11,558 +917	+9%	+$734K	0.48%	45
2024 Q1	$8.28M	Sell	10,641 -14	-0.1%	-$9.96K	0.45%	53
2023 Q4	$6.21M	Buy	10,655 +173	+2%	+$101K	0.38%	60
2023 Q3	$5.63M	Buy	10,482 +583	+6%	+$300K	0.39%	58
2023 Q2	$4.64M	Buy	9,899 +3,965	+67%	+$1.66M	0.34%	71
2023 Q1	$2.04M	Buy	5,934 +65	+1%	+$21.9K	0.27%	80
2022 Q4	$2.15M	Buy	+5,869	New	+$2.08M	0.38%	59

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

Daymark Wealth Partners's LLY Position: Q1 2026 in Review

Daymark Wealth Partners increased its Eli Lilly (LLY) stake by 8.3% in Q1 2026, buying an estimated $1.13M and bringing the position to 14,476 shares worth $13.3M. The position accounts for 0.42% of the portfolio, ranked #48.

Daymark Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Daymark Wealth Partners held 14,476 shares of Eli Lilly worth $13.3M as of Q1 2026.
Daymark Wealth Partners bought 1,112 Eli Lilly shares in Q1 2026, an estimated $1.13M.
Eli Lilly made up 0.42% of Daymark Wealth Partners's portfolio in Q1 2026, its #48 holding.
Daymark Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Eli Lilly position peaked at $14.4M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.