Focus Partners Wealth
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Focus Partners Wealth’s Eli Lilly LLY Stock Holding History

Focus Partners 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
2025
Q3 		– Sell
-300
Closed -$234K – 2266
2025
Q2 		$234K Hold
300
– – ﹤0.01% 1791
2025
Q1 		$248K Sell
300
-600
-67% -$499K ﹤0.01% 1664
2024
Q4 		$695K Hold
900
– – ﹤0.01% 1187
2024
Q3 		$797K Buy
+900
New +$809K ﹤0.01% 1008

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

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

Focus Partners Wealth increased its Eli Lilly (LLY) stake by 6.7% in Q1 2026, buying an estimated $15.1M and bringing the position to 237,125 shares worth $218M. The position accounts for 0.24% of the portfolio, ranked #91.

Focus Partners Wealth first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $237M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Focus Partners Wealth held 237,125 shares of Eli Lilly worth $218M as of Q1 2026.
  • Focus Partners Wealth bought 14,883 Eli Lilly shares in Q1 2026, an estimated $15.1M.
  • Eli Lilly made up 0.24% of Focus Partners Wealth's portfolio in Q1 2026, its #91 holding.
  • Focus Partners Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Eli Lilly position peaked at $237M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.