E-Wealth Partners’s Eli Lilly LLY Stock Holding History

E-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	–	Sell	-189	Closed	-$203K	–	59
2025 Q4	$203K	Buy	+189	New	+$181K	0.17%	57

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

E-Wealth Partners's LLY Position: Q1 2026 in Review

E-Wealth Partners sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 189 shares — an estimated $203K sold.

E-Wealth Partners first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 4,374 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

E-Wealth Partners reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
E-Wealth Partners sold 189 Eli Lilly shares in Q1 2026, an estimated $203K.
E-Wealth Partners first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
E-Wealth Partners's Eli Lilly position peaked at $203K in Q4 2025.
4,374 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on E-Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.