Gilliland Jeter Wealth Management’s Eli Lilly LLY Stock Holding History

Gilliland Jeter 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	$1.46M	Buy	1,592 +15	+1%	+$15.2K	0.43%	56
2025 Q4	$1.69M	Buy	1,577 +2	+0.1%	+$1.91K	0.51%	48
2025 Q3	$1.2M	Buy	1,575 +32	+2%	+$23.8K	0.37%	58
2025 Q2	$1.2M	Buy	1,543 +319	+26%	+$248K	0.39%	56
2025 Q1	$1.01M	Hold	1,224	–	–	0.36%	63
2024 Q4	$945K	Sell	1,224 -101	-8%	-$83.6K	0.32%	70
2024 Q3	$1.17M	Hold	1,325	–	–	0.38%	57
2024 Q2	$1.2M	Buy	1,325 +237	+22%	+$190K	0.4%	58
2024 Q1	$846K	Sell	1,088 -66	-6%	-$47K	0.29%	75
2023 Q4	$673K	Buy	+1,154	New	+$674K	0.28%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Gilliland Jeter Wealth Management's LLY Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Eli Lilly (LLY) stake by 0.95% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,592 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #56.

Gilliland Jeter Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Gilliland Jeter Wealth Management held 1,592 shares of Eli Lilly worth $1.46M as of Q1 2026.
Gilliland Jeter Wealth Management bought 15 Eli Lilly shares in Q1 2026, an estimated $15.2K.
Eli Lilly made up 0.43% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #56 holding.
Gilliland Jeter Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Eli Lilly position peaked at $1.69M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.