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Heritage Wealth Management (Ohio)’s Eli Lilly LLY Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-8,370
Closed -$9M – 204
2025
Q4 		$9M Sell
8,370
-222
-3% -$212K 2.5% 6
2025
Q3 		$6.56M Sell
8,592
-270
-3% -$201K 1.92% 7
2025
Q2 		$6.91M Sell
8,862
-346
-4% -$269K 2.24% 7
2025
Q1 		$7.6M Sell
9,208
-654
-7% -$544K 2.59% 6
2024
Q4 		$7.61M Sell
9,862
-152
-2% -$126K 2.53% 6
2024
Q3 		$8.87M Sell
10,014
-463
-4% -$416K 2.91% 5
2024
Q2 		$9.58M Buy
+10,477
New +$8.38M 3.21% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Heritage Wealth Management (Ohio)'s LLY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 8,370 shares — an estimated $9M sold.

Heritage Wealth Management (Ohio) first reported a position in LLY in Q2 2024 and held it in 7 quarters. The position peaked at $9.58M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 8,370 Eli Lilly shares in Q1 2026, an estimated $9M.
  • Heritage Wealth Management (Ohio) first reported a position in Eli Lilly in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Eli Lilly position peaked at $9.58M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.