GKWIM
LLY icon

Gerber Kawasaki Wealth & Investment Management’s Eli Lilly LLY Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$12.8M Buy
13,932
+1,857
+15% +$1.88M 0.41% 51
2025
Q4 		$13M Buy
12,075
+2,280
+23% +$2.18M 0.45% 45
2025
Q3 		$7.47M Buy
9,795
+323
+3% +$240K 0.26% 64
2025
Q2 		$7.38M Buy
9,472
+1,727
+22% +$1.34M 0.29% 65
2025
Q1 		$6.4M Buy
7,745
+1,223
+19% +$1.02M 0.29% 66
2024
Q4 		$5.04M Buy
6,522
+4,463
+217% +$3.7M 0.22% 72
2024
Q3 		$1.82M Buy
2,059
+195
+10% +$175K 0.08% 110
2024
Q2 		$1.69M Sell
1,864
-62
-3% -$49.6K 0.08% 106
2024
Q1 		$1.5M Buy
1,926
+10
+0.5% +$7.12K 0.08% 116
2023
Q4 		$1.12M Sell
1,916
-1,186
-38% -$692K 0.07% 129
2023
Q3 		$1.67M Sell
3,102
-45
-1% -$23.2K 0.11% 102
2023
Q2 		$1.48M Buy
3,147
+1,022
+48% +$429K 0.1% 106
2023
Q1 		$730K Sell
2,125
-64
-3% -$21.6K 0.06% 144
2022
Q4 		$801K Sell
2,189
-60
-3% -$21.3K 0.07% 139
2022
Q3 		$727K Buy
2,249
+137
+6% +$43.4K 0.07% 130
2022
Q2 		$684K Sell
2,112
-119
-5% -$35.7K 0.06% 139
2022
Q1 		$638K Sell
2,231
-413
-16% -$106K 0.05% 141
2021
Q4 		$730K Buy
2,644
+96
+4% +$24.3K 0.06% 135
2021
Q3 		$588K Buy
2,548
+59
+2% +$14.6K 0.08% 98
2021
Q2 		$571K Sell
2,489
-28
-1% -$5.62K 0.06% 137
2021
Q1 		$470K Buy
+2,517
New +$492K 0.06% 135

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

Gerber Kawasaki Wealth & Investment Management's LLY Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Eli Lilly (LLY) stake by 15% in Q1 2026, buying an estimated $1.88M and bringing the position to 13,932 shares worth $12.8M. The position accounts for 0.41% of the portfolio, ranked #51.

Gerber Kawasaki Wealth & Investment Management first reported a position in LLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $13M in Q4 2025. 4,360 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 13,932 shares of Eli Lilly worth $12.8M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,857 Eli Lilly shares in Q1 2026, an estimated $1.88M.
  • Eli Lilly made up 0.41% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #51 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Eli Lilly in Q1 2021 and has held it in 21 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Eli Lilly position peaked at $13M in Q4 2025.
  • 4,360 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.