Horizons Wealth Management’s Eli Lilly LLY Stock Holding History

Horizons 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	$311K	Hold	338	–	–	0.2%	53
2025 Q4	$363K	Hold	338	–	–	0.24%	51
2025 Q3	$258K	Hold	338	–	–	0.18%	57
2025 Q2	$263K	Hold	338	–	–	0.19%	60
2025 Q1	$279K	Hold	338	–	–	0.21%	55
2024 Q4	$261K	Hold	338	–	–	0.2%	57
2024 Q3	$299K	Hold	338	–	–	0.23%	53
2024 Q2	$290K	Hold	338	–	–	0.23%	55
2024 Q1	$197K	Hold	338	–	–	0.13%	61
2023 Q4	$197K	Buy	338 +329	+3,656%	+$192K	0.13%	61
2023 Q3	$4.83K	Hold	9	–	–	﹤0.01%	150
2023 Q2	$4.22K	Buy	+9	New	+$3.77K	﹤0.01%	177

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

Horizons Wealth Management's LLY Position: Q1 2026 in Review

Horizons Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 338 shares worth $311K. The position accounts for 0.2% of the portfolio, ranked #53.

Horizons Wealth Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $363K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Horizons Wealth Management held 338 shares of Eli Lilly worth $311K as of Q1 2026.
Horizons Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.2% of Horizons Wealth Management's portfolio in Q1 2026, its #53 holding.
Horizons Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Horizons Wealth Management's Eli Lilly position peaked at $363K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.