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Fiduciary Wealth Partners’s Eli Lilly LLY Stock Holding History

Fiduciary 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
-324
Closed -$348K – 84
2025
Q4 		$348K Buy
324
+4
+1% +$3.83K 0.14% 63
2025
Q3 		$244K Buy
320
+68
+27% +$50.6K 0.1% 77
2025
Q2 		$197K Sell
252
-12
-5% -$9.32K 0.19% 48
2025
Q1 		$218K Buy
+264
New +$220K 0.19% 38

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiduciary Wealth Partners's LLY Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 324 shares — an estimated $348K sold.

Fiduciary Wealth Partners first reported a position in LLY in Q1 2025 and held it in 4 quarters. The position peaked at $348K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 324 Eli Lilly shares in Q1 2026, an estimated $348K.
  • Fiduciary Wealth Partners first reported a position in Eli Lilly in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Eli Lilly position peaked at $348K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.