Garrett Wealth Advisory Group’s Eli Lilly LLY Stock Holding History

Garrett Wealth Advisory Group’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	$1.39M	Buy	1,513 +571	+61%	+$579K	0.25%	37
2025 Q4	$1.01M	Hold	942	–	–	0.19%	37
2025 Q3	$719K	Hold	942	–	–	0.14%	52
2025 Q2	$734K	Sell	942 -5	-0.5%	-$3.88K	0.16%	43
2025 Q1	$782K	Buy	947 +5	+0.5%	+$4.16K	0.17%	41
2024 Q4	$727K	Buy	942 +48	+5%	+$39.7K	0.17%	39
2024 Q3	$792K	Hold	894	–	–	0.2%	37
2024 Q2	$809K	Hold	894	–	–	0.3%	32
2024 Q1	$695K	Hold	894	–	–	0.28%	26
2023 Q4	$521K	Buy	+894	New	+$522K	0.22%	28
2019 Q4	–	Sell	-261	Closed	-$29.2K	–	385
2019 Q3	$29.2K	Buy	+261	New	+$29.1K	0.02%	172

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Garrett Wealth Advisory Group's LLY Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Eli Lilly (LLY) stake by 61% in Q1 2026, buying an estimated $579K and bringing the position to 1,513 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #37.

Garrett Wealth Advisory Group first reported a position in LLY in Q3 2019 and has held it in 11 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Garrett Wealth Advisory Group held 1,513 shares of Eli Lilly worth $1.39M as of Q1 2026.
Garrett Wealth Advisory Group bought 571 Eli Lilly shares in Q1 2026, an estimated $579K.
Eli Lilly made up 0.25% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #37 holding.
Garrett Wealth Advisory Group first reported a position in Eli Lilly in Q3 2019 and has held it in 11 quarters since.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.