Granite Bay Wealth Management’s Eli Lilly LLY Stock Holding History

Granite Bay 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	$282K	Buy	307 +6	+2%	+$6.08K	0.06%	75
2025 Q4	$324K	Sell	301 -25	-8%	-$23.9K	0.08%	65
2025 Q3	$249K	Sell	326 -47	-13%	-$35K	0.06%	69
2025 Q2	$291K	Buy	373 +9	+2%	+$6.99K	0.09%	58
2025 Q1	$301K	Buy	364 +24	+7%	+$20K	0.1%	57
2024 Q4	$262K	Buy	+340	New	+$282K	0.1%	63
2024 Q3	–	Sell	-356	Closed	-$323K	–	58
2024 Q2	$323K	Buy	+356	New	+$285K	0.17%	52
2024 Q1	–	Sell	-8,057	Closed	-$4.7M	–	195
2023 Q4	$4.7M	Buy	8,057 +38	+0.5%	+$22.2K	0.04%	112
2023 Q3	$4.21M	Buy	+8,019	New	+$4.13M	0.04%	121

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Granite Bay Wealth Management's LLY Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Eli Lilly (LLY) stake by 2% in Q1 2026, buying an estimated $6.08K and bringing the position to 307 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #75.

Granite Bay Wealth Management first reported a position in LLY in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.7M in Q4 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Granite Bay Wealth Management held 307 shares of Eli Lilly worth $282K as of Q1 2026.
Granite Bay Wealth Management bought 6 Eli Lilly shares in Q1 2026, an estimated $6.08K.
Eli Lilly made up 0.06% of Granite Bay Wealth Management's portfolio in Q1 2026, its #75 holding.
Granite Bay Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 9 quarters since.
Granite Bay Wealth Management's Eli Lilly position peaked at $4.7M in Q4 2023.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.