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Financial Consulate’s Eli Lilly LLY Stock Holding History

Financial Consulate’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 		$1.15M Buy
1,245
+10
+0.8% +$10.1K 0.14% 43
2025
Q4 		$1.33M Buy
1,235
+6
+0.5% +$5.74K 0.18% 38
2025
Q3 		$938K Buy
+1,229
New +$915K 0.13% 54
2023
Q2 		– Sell
-820
Closed -$282K – 82
2023
Q1 		$282K Buy
820
+248
+43% +$83.6K 0.1% 101
2022
Q4 		$209K Buy
+572
New +$203K 0.07% 129

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

Financial Consulate's LLY Position: Q1 2026 in Review

Financial Consulate increased its Eli Lilly (LLY) stake by 0.81% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,245 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #43.

Financial Consulate first reported a position in LLY in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.33M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Financial Consulate held 1,245 shares of Eli Lilly worth $1.15M as of Q1 2026.
  • Financial Consulate bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
  • Eli Lilly made up 0.14% of Financial Consulate's portfolio in Q1 2026, its #43 holding.
  • Financial Consulate first reported a position in Eli Lilly in Q4 2022 and has held it in 5 quarters since.
  • Financial Consulate's Eli Lilly position peaked at $1.33M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.