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Global Wealth Management Investment Advisory’s Eli Lilly LLY Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.21M Sell
4,577
-1,040
-19% -$1.05M 0.66% 60
2025
Q4 		$6.04M Sell
5,617
-424
-7% -$405K 0.97% 29
2025
Q3 		$4.61M Buy
6,041
+40
+0.7% +$29.8K 0.77% 44
2025
Q2 		$4.68M Sell
6,001
-198
-3% -$154K 0.88% 37
2025
Q1 		$5.12M Buy
6,199
+8
+0.1% +$6.66K 1.02% 28
2024
Q4 		$4.78M Buy
6,191
+52
+0.8% +$43.1K 0.99% 29
2024
Q3 		$5.44M Buy
6,139
+58
+1% +$52.1K 1.17% 21
2024
Q2 		$5.51M Buy
6,081
+203
+3% +$162K 1.28% 19
2024
Q1 		$4.57M Buy
5,878
+89
+2% +$63.3K 1.12% 23
2023
Q4 		$3.37M Sell
5,789
-99
-2% -$57.8K 0.87% 42
2023
Q3 		$3.16M Sell
5,888
-739
-11% -$381K 0.89% 35
2023
Q2 		$3.11M Buy
6,627
+5,997
+952% +$2.51M 0.85% 41
2023
Q1 		$216K Hold
630
– – 0.07% 130
2022
Q4 		$230K Buy
+630
New +$223K 0.08% 124
2022
Q3 		– Sell
-603
Closed -$196K – 322
2022
Q2 		$196K Hold
603
– – 0.07% 135
2022
Q1 		$173K Buy
603
+3
+0.5% +$772 0.05% 144
2021
Q4 		$166K Hold
600
– – 0.05% 144
2021
Q3 		$139K Hold
600
– – 0.04% 156
2021
Q2 		$138K Hold
600
– – 0.05% 156
2021
Q1 		$112K Sell
600
-34
-5% -$6.65K 0.04% 152
2020
Q4 		$107K Sell
634
-81
-11% -$12.1K 0.04% 136
2020
Q3 		$106K Sell
715
-313
-30% -$48.4K 0.05% 129
2020
Q2 		$169K Hold
1,028
– – 0.07% 119
2020
Q1 		$143K Buy
1,028
+103
+11% +$14.2K 0.07% 112
2019
Q4 		$122K Sell
925
-16
-2% -$1.85K 0.05% 133
2019
Q3 		$105K Sell
941
-82
-8% -$9.13K 0.05% 132
2019
Q2 		$113K Buy
1,023
+95
+10% +$11.2K 0.05% 128
2019
Q1 		$120K Hold
928
– – 0.06% 143
2018
Q4 		$107K Buy
+928
New +$104K 0.06% 168

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

Global Wealth Management Investment Advisory's LLY Position: Q1 2026 in Review

Global Wealth Management Investment Advisory reduced its Eli Lilly (LLY) stake by 19% in Q1 2026, selling an estimated $1.05M and leaving 4,577 shares worth $4.21M. The position accounts for 0.66% of the portfolio, ranked #60.

Global Wealth Management Investment Advisory first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.04M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Global Wealth Management Investment Advisory held 4,577 shares of Eli Lilly worth $4.21M as of Q1 2026.
  • Global Wealth Management Investment Advisory sold 1,040 Eli Lilly shares in Q1 2026, an estimated $1.05M.
  • Eli Lilly made up 0.66% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #60 holding.
  • Global Wealth Management Investment Advisory first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • Global Wealth Management Investment Advisory's Eli Lilly position peaked at $6.04M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.