Future Financial Wealth Management’s Eli Lilly LLY Stock Holding History

Future Financial 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	$1.59M	Buy	1,753 +10	+0.6%	+$10.1K	1.02%	23
2025 Q4	$1.82M	Buy	1,743 +45	+3%	+$43K	1.22%	20
2025 Q3	$1.3M	Hold	1,698	–	–	0.82%	24
2025 Q2	$1.32M	Buy	1,698 +120	+8%	+$93.2K	0.9%	23
2025 Q1	$1.3M	Buy	1,578 +50	+3%	+$41.6K	0.96%	23
2024 Q4	$1.18M	Hold	1,528	–	–	0.86%	26
2024 Q3	$1.35M	Hold	1,528	–	–	0.97%	24
2024 Q2	$1.38M	Buy	1,528 +1,504	+6,267%	+$1.2M	1.22%	23
2024 Q1	$18.7K	Buy	+24	New	+$17.1K	0.01%	353

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Future Financial Wealth Management's LLY Position: Q1 2026 in Review

Future Financial Wealth Management increased its Eli Lilly (LLY) stake by 0.57% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,753 shares worth $1.59M. The position accounts for 1.02% of the portfolio, ranked #23.

Future Financial Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Future Financial Wealth Management held 1,753 shares of Eli Lilly worth $1.59M as of Q1 2026.
Future Financial Wealth Management bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 1.02% of Future Financial Wealth Management's portfolio in Q1 2026, its #23 holding.
Future Financial Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Future Financial Wealth Management's Eli Lilly position peaked at $1.82M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.