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GDS Wealth Management’s Eli Lilly LLY Stock Holding History

GDS 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 		$7M Buy
7,607
+6,722
+760% +$6.81M 0.42% 69
2025
Q4 		$951K Buy
885
+497
+128% +$475K 0.06% 94
2025
Q3 		$296K Buy
388
+32
+9% +$23.8K 0.02% 151
2025
Q2 		$278K Buy
356
+13
+4% +$10.1K 0.02% 148
2025
Q1 		$283K Buy
+343
New +$285K 0.02% 141
2024
Q3 		– Sell
-265
Closed -$240K – 172
2024
Q2 		$240K Buy
+265
New +$212K 0.03% 119

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

GDS Wealth Management increased its Eli Lilly (LLY) stake by 760% in Q1 2026, buying an estimated $6.81M and bringing the position to 7,607 shares worth $7M. The position accounts for 0.42% of the portfolio, ranked #69.

GDS Wealth Management first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • GDS Wealth Management held 7,607 shares of Eli Lilly worth $7M as of Q1 2026.
  • GDS Wealth Management bought 6,722 Eli Lilly shares in Q1 2026, an estimated $6.81M.
  • Eli Lilly made up 0.42% of GDS Wealth Management's portfolio in Q1 2026, its #69 holding.
  • GDS Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.