Element Wealth’s Eli Lilly LLY Stock Holding History

Element Wealth’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	$1.33M	Sell	1,448 -4	-0.3%	-$4.05K	0.55%	49
2025 Q4	$1.56M	Buy	1,452 +90	+7%	+$86.1K	0.64%	37
2025 Q3	$1.04M	Buy	1,362 +3	+0.2%	+$2.23K	0.45%	58
2025 Q2	$1.06M	Buy	1,359 +900	+196%	+$699K	0.49%	50
2025 Q1	$379K	Sell	459 -20	-4%	-$16.6K	0.2%	94
2024 Q4	$370K	Buy	479 +4	+0.8%	+$3.31K	0.19%	93
2024 Q3	$420K	Sell	475 -68	-13%	-$61.1K	0.22%	85
2024 Q2	$492K	Hold	543	–	–	0.28%	68
2024 Q1	$423K	Buy	543 +30	+6%	+$21.4K	0.25%	77
2023 Q4	$299K	Sell	513 -15	-3%	-$8.76K	0.19%	98
2023 Q3	$283K	Sell	528 -21	-4%	-$10.8K	0.2%	94
2023 Q2	$258K	Buy	+549	New	+$230K	0.18%	100

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

Element Wealth's LLY Position: Q1 2026 in Review

Element Wealth reduced its Eli Lilly (LLY) stake by 0.28% in Q1 2026, selling an estimated $4.05K and leaving 1,448 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #49.

Element Wealth first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Element Wealth held 1,448 shares of Eli Lilly worth $1.33M as of Q1 2026.
Element Wealth sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.55% of Element Wealth's portfolio in Q1 2026, its #49 holding.
Element Wealth first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Element Wealth's Eli Lilly position peaked at $1.56M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.