FMB Wealth Management’s Eli Lilly LLY Stock Holding History

FMB 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	–	Sell	-258	Closed	-$277K	–	86
2025 Q4	$277K	Buy	+258	New	+$247K	0.11%	72
2025 Q2	–	Sell	-252	Closed	-$208K	–	87
2025 Q1	$208K	Buy	+252	New	+$210K	0.12%	73
2024 Q4	–	Sell	-252	Closed	-$223K	–	72
2024 Q3	$223K	Hold	252	–	–	0.13%	67
2024 Q2	$228K	Buy	+252	New	+$202K	0.17%	62

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

FMB Wealth Management's LLY Position: Q1 2026 in Review

FMB Wealth Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 258 shares — an estimated $277K sold.

FMB Wealth Management first reported a position in LLY in Q2 2024 and held it in 4 quarters. The position peaked at $277K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

FMB Wealth Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 258 Eli Lilly shares in Q1 2026, an estimated $277K.
FMB Wealth Management first reported a position in Eli Lilly in Q2 2024 and held it in 4 quarters.
FMB Wealth Management's Eli Lilly position peaked at $277K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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