HW
LLY icon

HORAN Wealth’s Eli Lilly LLY Stock Holding History

HORAN Wealth’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 		$758K Buy
824
+15
+2% +$15.2K 0.07% 117
2025
Q4 		$869K Buy
809
+9
+1% +$8.61K 0.13% 88
2025
Q3 		$610K Hold
800
– – 0.1% 121
2025
Q2 		$624K Buy
+800
New +$622K 0.19% 70

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

HORAN Wealth's LLY Position: Q1 2026 in Review

HORAN Wealth increased its Eli Lilly (LLY) stake by 1.9% in Q1 2026, buying an estimated $15.2K and bringing the position to 824 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #117.

HORAN Wealth first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $869K in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • HORAN Wealth held 824 shares of Eli Lilly worth $758K as of Q1 2026.
  • HORAN Wealth bought 15 Eli Lilly shares in Q1 2026, an estimated $15.2K.
  • Eli Lilly made up 0.07% of HORAN Wealth's portfolio in Q1 2026, its #117 holding.
  • HORAN Wealth first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Eli Lilly position peaked at $869K in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.