Dynasty Wealth Management’s Eli Lilly LLY Stock Holding History

Dynasty 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	$2.77M	Sell	3,016 -88	-3%	-$89.2K	0.02%	104
2025 Q4	$3.34M	Buy	3,104 +2,180	+236%	+$2.08M	0.03%	103
2025 Q3	$705K	Sell	924 -3,206	-78%	-$2.39M	0.01%	192
2025 Q2	$3.22M	Buy	4,130 +283	+7%	+$220K	0.05%	65
2025 Q1	$3.18M	Buy	3,847 +1,251	+48%	+$1.04M	0.05%	71
2024 Q4	$2M	Buy	2,596 +1,686	+185%	+$1.4M	0.03%	95
2024 Q3	$806K	Sell	910 -72	-7%	-$64.7K	0.02%	145
2024 Q2	$889K	Buy	982 +85	+9%	+$68K	0.03%	141
2024 Q1	$698K	Buy	+897	New	+$638K	0.02%	156
2018 Q4	–	Sell	-2,706	Closed	-$290K	–	57
2018 Q3	$290K	Buy	+2,706	New	+$271K	0.37%	78

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Dynasty Wealth Management reduced its Eli Lilly (LLY) stake by 2.8% in Q1 2026, selling an estimated $89.2K and leaving 3,016 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #104.

Dynasty Wealth Management first reported a position in LLY in Q3 2018 and has held it in 10 quarters since. The position peaked at $3.34M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Dynasty Wealth Management held 3,016 shares of Eli Lilly worth $2.77M as of Q1 2026.
Dynasty Wealth Management sold 88 Eli Lilly shares in Q1 2026, an estimated $89.2K.
Eli Lilly made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #104 holding.
Dynasty Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 10 quarters since.
Dynasty Wealth Management's Eli Lilly position peaked at $3.34M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.