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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
2024
Q1 		– Sell
-600
Closed -$4.51K – 613
2023
Q4 		$4.51K Buy
+600
New +$350K ﹤0.01% 668

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.