Elk River Wealth Management’s Eli Lilly LLY Stock Holding History

Elk River 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	$7.27M	Buy	7,900 +379	+5%	+$384K	1.21%	24
2025 Q4	$8.08M	Sell	7,521 -292	-4%	-$279K	1.3%	25
2025 Q3	$5.96M	Sell	7,813 -825	-10%	-$614K	0.96%	30
2025 Q2	$6.73M	Sell	8,638 -73	-0.8%	-$56.7K	1.16%	28
2025 Q1	$7.19M	Sell	8,711 -344	-4%	-$286K	1.35%	23
2024 Q4	$6.99M	Sell	9,055 -26	-0.3%	-$21.5K	1.27%	24
2024 Q3	$8.05M	Buy	9,081 +123	+1%	+$111K	1.46%	21
2024 Q2	$8.11M	Buy	8,958 +287	+3%	+$230K	1.59%	19
2024 Q1	$6.75M	Buy	+8,671	New	+$6.17M	1.37%	25

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Elk River Wealth Management's LLY Position: Q1 2026 in Review

Elk River Wealth Management increased its Eli Lilly (LLY) stake by 5% in Q1 2026, buying an estimated $384K and bringing the position to 7,900 shares worth $7.27M. The position accounts for 1.21% of the portfolio, ranked #24.

Elk River Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.11M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Elk River Wealth Management held 7,900 shares of Eli Lilly worth $7.27M as of Q1 2026.
Elk River Wealth Management bought 379 Eli Lilly shares in Q1 2026, an estimated $384K.
Eli Lilly made up 1.21% of Elk River Wealth Management's portfolio in Q1 2026, its #24 holding.
Elk River Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Elk River Wealth Management's Eli Lilly position peaked at $8.11M in Q2 2024.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.