GM
LLY icon

GeoWealth Management’s Eli Lilly LLY Stock Holding History

GeoWealth 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 		$3.93M Sell
4,267
-136
-3% -$138K 0.14% 94
2025
Q4 		$4.73M Buy
4,403
+95
+2% +$90.8K 0.17% 80
2025
Q3 		$3.29M Sell
4,308
-12
-0.3% -$8.93K 0.12% 116
2025
Q2 		$3.37M Buy
4,320
+90
+2% +$69.9K 0.13% 93
2025
Q1 		$3.49M Sell
4,230
-1,621
-28% -$1.35M 0.14% 95
2024
Q4 		$4.52M Buy
5,851
+170
+3% +$141K 0.15% 109
2024
Q3 		$5.03M Sell
5,681
-366
-6% -$329K 0.18% 103
2024
Q2 		$5.47M Buy
6,047
+686
+13% +$549K 0.24% 65
2024
Q1 		$4.17M Buy
5,361
+437
+9% +$311K 0.16% 111
2023
Q4 		$2.87M Buy
+4,924
New +$2.87M 0.24% 93
2023
Q1 		– Sell
-892
Closed -$327K – 413
2022
Q4 		$327K Sell
892
-1,554
-64% -$551K 0.03% 182
2022
Q3 		$791K Buy
+2,446
New +$775K 0.09% 133

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

GeoWealth Management's LLY Position: Q1 2026 in Review

GeoWealth Management reduced its Eli Lilly (LLY) stake by 3.1% in Q1 2026, selling an estimated $138K and leaving 4,267 shares worth $3.93M. The position accounts for 0.14% of the portfolio, ranked #94.

GeoWealth Management first reported a position in LLY in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.47M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • GeoWealth Management held 4,267 shares of Eli Lilly worth $3.93M as of Q1 2026.
  • GeoWealth Management sold 136 Eli Lilly shares in Q1 2026, an estimated $138K.
  • Eli Lilly made up 0.14% of GeoWealth Management's portfolio in Q1 2026, its #94 holding.
  • GeoWealth Management first reported a position in Eli Lilly in Q3 2022 and has held it in 12 quarters since.
  • GeoWealth Management's Eli Lilly position peaked at $5.47M in Q2 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.