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Destination Wealth Management’s Eli Lilly LLY Stock Holding History

Destination 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 		– Sell
-100
Closed -$28.6K – 345
2025
Q4 		$28.6K Buy
+100
New +$95.6K ﹤0.01% 300

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

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

Destination Wealth Management increased its Eli Lilly (LLY) stake by 0.18% in Q1 2026, buying an estimated $103K and bringing the position to 56,684 shares worth $52.1M. The position accounts for 1.35% of the portfolio, ranked #27.

Destination Wealth Management first reported a position in LLY in Q2 2015 and has held it in 31 quarters since. The position peaked at $60.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Destination Wealth Management held 56,684 shares of Eli Lilly worth $52.1M as of Q1 2026.
  • Destination Wealth Management bought 102 Eli Lilly shares in Q1 2026, an estimated $103K.
  • Eli Lilly made up 1.35% of Destination Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Destination Wealth Management first reported a position in Eli Lilly in Q2 2015 and has held it in 31 quarters since.
  • Destination Wealth Management's Eli Lilly position peaked at $60.8M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.