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Gibbs Wealth Management’s Eli Lilly LLY Stock Holding History

Gibbs 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 		$5.46M Buy
5,940
+282
+5% +$286K 0.72% 30
2025
Q4 		$6.02M Sell
5,658
-619
-10% -$592K 1.46% 14
2025
Q3 		$4.79M Sell
6,277
-823
-12% -$612K 1.08% 21
2025
Q2 		$5.53M Buy
7,100
+393
+6% +$305K 1.07% 19
2025
Q1 		$5.54M Buy
6,707
+2,317
+53% +$1.93M 1.34% 14
2024
Q4 		$3.39M Buy
4,390
+3,631
+478% +$3.01M 0.92% 24
2024
Q3 		$672K Buy
759
+115
+18% +$103K 0.22% 105
2024
Q2 		$583K Buy
644
+277
+75% +$222K 0.24% 102
2024
Q1 		$286K Buy
+367
New +$261K 0.16% 143

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Gibbs Wealth Management increased its Eli Lilly (LLY) stake by 5% in Q1 2026, buying an estimated $286K and bringing the position to 5,940 shares worth $5.46M. The position accounts for 0.72% of the portfolio, ranked #30.

Gibbs Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.02M in Q4 2025. 4,380 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Gibbs Wealth Management held 5,940 shares of Eli Lilly worth $5.46M as of Q1 2026.
  • Gibbs Wealth Management bought 282 Eli Lilly shares in Q1 2026, an estimated $286K.
  • Eli Lilly made up 0.72% of Gibbs Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Gibbs Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Eli Lilly position peaked at $6.02M in Q4 2025.
  • 4,380 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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