Eads & Heald Wealth Management’s Eli Lilly LLY Stock Holding History

Eads & Heald 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	$1.12M	Buy	1,220 +311	+34%	+$315K	0.56%	75
2025 Q4	$976K	Sell	909 -70	-7%	-$66.9K	0.47%	82
2025 Q3	$747K	Sell	979 -34	-3%	-$25.3K	0.36%	101
2025 Q2	$789K	Sell	1,013 -59	-6%	-$45.8K	0.39%	100
2025 Q1	$885K	Sell	1,072 -38	-3%	-$31.6K	0.45%	86
2024 Q4	$857K	Sell	1,110 -88	-7%	-$72.9K	0.42%	94
2024 Q3	$1.06M	Sell	1,198 -98	-8%	-$88.1K	0.5%	83
2024 Q2	$1.17M	Sell	1,296 -32	-2%	-$25.6K	0.57%	80
2024 Q1	$1.03M	Sell	1,328 -93	-7%	-$66.2K	0.48%	89
2023 Q4	$828K	Sell	1,421 -166	-10%	-$96.9K	0.4%	94
2023 Q3	$852K	Sell	1,587 -236	-13%	-$122K	0.45%	89
2023 Q2	$855K	Sell	1,823 -548	-23%	-$230K	0.42%	92
2023 Q1	$814K	Sell	2,371 -38	-2%	-$12.8K	0.4%	94
2022 Q4	$881K	Sell	2,409 -180	-7%	-$63.8K	0.45%	89
2022 Q3	$837K	Sell	2,589 -388	-13%	-$123K	0.47%	87
2022 Q2	$965K	Sell	2,977 -313	-10%	-$94K	0.52%	83
2022 Q1	$942K	Sell	3,290 -308	-9%	-$79.3K	0.44%	92
2021 Q4	$994K	Sell	3,598 -100	-3%	-$25.4K	0.43%	92
2021 Q3	$854K	Sell	3,698 -370	-9%	-$91.3K	0.41%	93
2021 Q2	$934K	Sell	4,068 -266	-6%	-$53.4K	0.46%	92
2021 Q1	$810K	Sell	4,334 -430	-9%	-$84.1K	0.42%	94
2020 Q4	$804K	Sell	4,764 -95	-2%	-$14.2K	0.43%	89
2020 Q3	$719K	Buy	4,859 +35	+0.7%	+$5.42K	0.43%	89
2020 Q2	$792K	Buy	4,824 +34	+0.7%	+$5.22K	0.48%	85
2020 Q1	$664K	Sell	4,790 -309	-6%	-$42.5K	0.47%	87
2019 Q4	$670K	Sell	5,099 -25	-0.5%	-$2.9K	0.35%	99
2019 Q3	$573K	Buy	5,124 +48	+0.9%	+$5.34K	0.32%	104
2019 Q2	$562K	Sell	5,076 -323	-6%	-$38K	0.32%	105
2019 Q1	$701K	Sell	5,399 -338	-6%	-$41.1K	0.41%	96
2018 Q4	$664K	Sell	5,737 -280	-5%	-$31.3K	0.44%	89
2018 Q3	$646K	Sell	6,017 -365	-6%	-$36.5K	0.37%	98
2018 Q2	$545K	Sell	6,382 -592	-8%	-$48.6K	0.34%	101
2018 Q1	$540K	Sell	6,974 -185	-3%	-$14.9K	0.34%	101
2017 Q4	$605K	Sell	7,159 -20	-0.3%	-$1.7K	0.36%	100
2017 Q3	$614K	Sell	7,179 -55	-0.8%	-$4.51K	0.38%	101
2017 Q2	$595K	Hold	7,234	–	–	0.38%	97
2017 Q1	$608K	Sell	7,234 -15	-0.2%	-$1.2K	0.39%	93
2016 Q4	$533K	Sell	7,249 -180	-2%	-$13.4K	0.36%	97
2016 Q3	$596K	Sell	7,429 -130	-2%	-$10.4K	0.41%	97
2016 Q2	$595K	Sell	7,559 -65	-0.9%	-$4.89K	0.41%	94
2016 Q1	$549K	Sell	7,624 -300	-4%	-$22.7K	0.38%	99
2015 Q4	$668K	Sell	7,924 -212	-3%	-$17.6K	0.46%	88
2015 Q3	$681K	Sell	8,136 -778	-9%	-$65.7K	0.49%	85
2015 Q2	$744K	Sell	8,914 -715	-7%	-$54.5K	0.49%	87
2015 Q1	$700K	Sell	9,629 -1,055	-10%	-$75.1K	0.45%	90
2014 Q4	$737K	Sell	10,684 -515	-5%	-$34.8K	0.47%	88
2014 Q3	$726K	Buy	11,199 +115	+1%	+$7.28K	0.49%	85
2014 Q2	$689K	Buy	11,084 +1,779	+19%	+$106K	0.46%	88
2014 Q1	$548K	Buy	+9,305	New	+$519K	0.36%	96

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

Eads & Heald Wealth Management's LLY Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Eli Lilly (LLY) stake by 34% in Q1 2026, buying an estimated $315K and bringing the position to 1,220 shares worth $1.12M. The position accounts for 0.56% of the portfolio, ranked #75.

Eads & Heald Wealth Management first reported a position in LLY in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.17M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Eads & Heald Wealth Management held 1,220 shares of Eli Lilly worth $1.12M as of Q1 2026.
Eads & Heald Wealth Management bought 311 Eli Lilly shares in Q1 2026, an estimated $315K.
Eli Lilly made up 0.56% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #75 holding.
Eads & Heald Wealth Management first reported a position in Eli Lilly in Q1 2014 and has held it in 49 quarters since.
Eads & Heald Wealth Management's Eli Lilly position peaked at $1.17M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.