FDW
LLY icon

Fourth Dimension Wealth’s Eli Lilly LLY Stock Holding History

Fourth Dimension 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
2026
Q1 		$2.04M Sell
2,214
-120
-5% -$122K 0.77% 33
2025
Q4 		$2.51M Hold
2,334
– – 0.92% 31
2025
Q3 		$1.78M Sell
2,334
-52
-2% -$38.7K 0.68% 39
2025
Q2 		$1.86M Buy
2,386
+808
+51% +$628K 0.79% 36
2025
Q1 		$1.3M Buy
1,578
+318
+25% +$265K 0.63% 39
2024
Q4 		$973K Buy
+1,260
New +$1.04M 0.51% 39

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

Fourth Dimension Wealth's LLY Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Eli Lilly (LLY) stake by 5.1% in Q1 2026, selling an estimated $122K and leaving 2,214 shares worth $2.04M. The position accounts for 0.77% of the portfolio, ranked #33.

Fourth Dimension Wealth first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fourth Dimension Wealth held 2,214 shares of Eli Lilly worth $2.04M as of Q1 2026.
  • Fourth Dimension Wealth sold 120 Eli Lilly shares in Q1 2026, an estimated $122K.
  • Eli Lilly made up 0.77% of Fourth Dimension Wealth's portfolio in Q1 2026, its #33 holding.
  • Fourth Dimension Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Eli Lilly position peaked at $2.51M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.