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Fonville Wealth Management’s Eli Lilly LLY Stock Holding History

Fonville 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 		$231K Buy
251
+50
+25% +$50.7K 0.04% 127
2025
Q4 		$216K Buy
+201
New +$192K 0.04% 123
2025
Q2 		– Sell
-309
Closed -$255K – 124
2025
Q1 		$255K Sell
309
-35
-10% -$29.1K 0.08% 105
2024
Q4 		$266K Sell
344
-44
-11% -$36.4K 0.09% 95
2024
Q3 		$343K Buy
+388
New +$349K 0.12% 83
2024
Q2 		– Sell
-305
Closed -$237K – 99
2024
Q1 		$237K Buy
+305
New +$217K 0.11% 86

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

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

Fonville Wealth Management increased its Eli Lilly (LLY) stake by 25% in Q1 2026, buying an estimated $50.7K and bringing the position to 251 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #127.

Fonville Wealth Management first reported a position in LLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $343K in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fonville Wealth Management held 251 shares of Eli Lilly worth $231K as of Q1 2026.
  • Fonville Wealth Management bought 50 Eli Lilly shares in Q1 2026, an estimated $50.7K.
  • Eli Lilly made up 0.04% of Fonville Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Fonville Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 6 quarters since.
  • Fonville Wealth Management's Eli Lilly position peaked at $343K in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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