Evexia Wealth’s Eli Lilly LLY Stock Holding History

Evexia 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	$16.7M	Sell	17,912 -2,569	-13%	-$2.6M	4.58%	4
2025 Q4	$22M	Sell	20,481 -1,147	-5%	-$1.1M	6.14%	2
2025 Q3	$17.7M	Buy	21,628 +5,929	+38%	+$4.41M	5.3%	2
2025 Q2	$12.1M	Buy	15,699 +3,373	+27%	+$2.62M	3.81%	8
2025 Q1	$9.29M	Sell	12,326 -15	-0.1%	-$12.5K	3.38%	12
2024 Q4	$10.8M	Buy	12,341 +206	+2%	+$171K	3.67%	11
2024 Q3	$10.9M	Buy	12,135 +464	+4%	+$417K	3.87%	9
2024 Q2	$10.1M	Sell	11,671 -275	-2%	-$220K	3.79%	12
2024 Q1	$8.98M	Buy	11,946 +3,231	+37%	+$2.3M	3.7%	11
2023 Q4	$5.82M	Buy	8,715 +235	+3%	+$137K	2.46%	19
2023 Q3	$4.97M	Buy	+8,480	New	+$4.37M	2.52%	20

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

Evexia Wealth's LLY Position: Q1 2026 in Review

Evexia Wealth reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $2.6M and leaving 17,912 shares worth $16.7M. The position accounts for 4.58% of the portfolio, ranked #4.

Evexia Wealth first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $22M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Evexia Wealth held 17,912 shares of Eli Lilly worth $16.7M as of Q1 2026.
Evexia Wealth sold 2,569 Eli Lilly shares in Q1 2026, an estimated $2.6M.
Eli Lilly made up 4.58% of Evexia Wealth's portfolio in Q1 2026, its #4 holding.
Evexia Wealth first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Evexia Wealth's Eli Lilly position peaked at $22M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.