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Focused Wealth Management’s Eli Lilly LLY Stock Holding History

Focused 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 		$1.49M Buy
1,622
+883
+119% +$895K 0.15% 64
2025
Q4 		$795K Sell
739
-23
-3% -$22K 0.08% 87
2025
Q3 		$582K Buy
762
+62
+9% +$46.1K 0.06% 97
2025
Q2 		$546K Sell
700
-141
-17% -$110K 0.07% 92
2025
Q1 		$694K Buy
841
+150
+22% +$125K 0.09% 71
2024
Q4 		$533K Sell
691
-11
-2% -$9.11K 0.07% 84
2024
Q3 		$622K Hold
702
– – 0.08% 87
2024
Q2 		$636K Sell
702
-15
-2% -$12K 0.09% 79
2024
Q1 		$558K Sell
717
-108
-13% -$76.9K 0.09% 82
2023
Q4 		$481K Buy
825
+275
+50% +$161K 0.08% 81
2023
Q3 		$295K Hold
550
– – 0.05% 103
2023
Q2 		$258K Sell
550
-125
-19% -$52.4K 0.05% 121
2023
Q1 		$232K Buy
675
+81
+14% +$27.3K 0.05% 135
2022
Q4 		$217K Hold
594
– – 0.04% 129
2022
Q3 		$192K Buy
594
+5
+0.8% +$1.58K 0.04% 132
2022
Q2 		$191K Hold
589
– – 0.03% 142
2022
Q1 		$169K Sell
589
-575
-49% -$148K 0.03% 160
2021
Q4 		$322K Buy
1,164
+575
+98% +$146K 0.05% 122
2021
Q3 		$136K Hold
589
– – 0.02% 233
2021
Q2 		$135K Hold
589
– – 0.02% 247
2021
Q1 		$110K Hold
589
– – 0.02% 264
2020
Q4 		$99K Hold
589
– – 0.02% 269
2020
Q3 		$87K Hold
589
– – 0.02% 263
2020
Q2 		$97K Hold
589
– – 0.02% 232
2020
Q1 		$82K Hold
589
– – 0.02% 231
2019
Q4 		$77K Hold
589
– – 0.02% 276
2019
Q3 		$66K Sell
589
-1,352
-70% -$151K 0.02% 276
2019
Q2 		$215K Sell
1,941
-100
-5% -$11.8K 0.06% 132
2019
Q1 		$265K Hold
2,041
– – 0.08% 118
2018
Q4 		$236K Buy
2,041
+1,450
+245% +$162K 0.08% 129
2018
Q3 		$63K Sell
591
-100
-14% -$10K 0.02% 271
2018
Q2 		$59K Buy
691
+100
+17% +$8.21K 0.02% 261
2018
Q1 		$46K Hold
591
– – 0.01% 304
2017
Q4 		$50K Sell
591
-98
-14% -$8.34K 0.02% 299
2017
Q3 		$59K Sell
689
-2
-0.3% -$164 0.02% 217
2017
Q2 		$57K Sell
691
-6
-0.9% -$490 0.02% 269
2017
Q1 		$59K Hold
697
– – 0.02% 265
2016
Q4 		$51K Buy
697
+8
+1% +$596 0.02% 267
2016
Q3 		$55K Buy
689
+589
+589% +$47.1K 0.02% 261
2016
Q2 		$8K Sell
100
-100
-50% -$7.53K ﹤0.01% 461
2016
Q1 		$14K Sell
200
-21
-10% -$1.59K 0.01% 349
2015
Q4 		$19K Hold
221
– – 0.01% 325
2015
Q3 		$18K Buy
221
+1
+0.5% +$84 0.01% 311
2015
Q2 		$18K Hold
220
– – 0.01% 326
2015
Q1 		$16K Buy
220
+20
+10% +$1.42K 0.01% 349
2014
Q4 		$14K Buy
200
+100
+100% +$6.75K 0.01% 360
2014
Q3 		$6K Hold
100
– – ﹤0.01% 492
2014
Q2 		$6K Hold
100
– – ﹤0.01% 490
2014
Q1 		$6K Hold
100
– – 0.01% 462
2013
Q4 		$5K Hold
100
– – ﹤0.01% 476
2013
Q3 		$5K Buy
+100
New +$5.24K ﹤0.01% 457

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Focused Wealth Management increased its Eli Lilly (LLY) stake by 119% in Q1 2026, buying an estimated $895K and bringing the position to 1,622 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #64.

Focused Wealth Management first reported a position in LLY in Q3 2013 and has held it in 51 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Focused Wealth Management held 1,622 shares of Eli Lilly worth $1.49M as of Q1 2026.
  • Focused Wealth Management bought 883 Eli Lilly shares in Q1 2026, an estimated $895K.
  • Eli Lilly made up 0.15% of Focused Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Focused Wealth Management first reported a position in Eli Lilly in Q3 2013 and has held it in 51 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.