IAG Wealth Partners’s Eli Lilly LLY Stock Holding History

IAG Wealth Partners’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	$425K	Hold	462	–	–	0.05%	87
2025 Q4	$497K	Hold	462	–	–	0.06%	84
2025 Q3	$353K	Buy	462 +30	+7%	+$22.3K	0.04%	96
2025 Q2	$337K	Sell	432 -3	-0.7%	-$2.33K	0.04%	95
2025 Q1	$359K	Sell	435 -5	-1%	-$4.16K	0.06%	85
2024 Q4	$340K	Buy	440 +6	+1%	+$4.97K	0.06%	82
2024 Q3	$384K	Hold	434	–	–	0.07%	78
2024 Q2	$393K	Sell	434 -72	-14%	-$57.6K	0.08%	73
2024 Q1	$394K	Hold	506	–	–	0.08%	66
2023 Q4	$295K	Hold	506	–	–	0.07%	71
2023 Q3	$272K	Hold	506	–	–	0.08%	71
2023 Q2	$237K	Hold	506	–	–	0.06%	77
2023 Q1	$174K	Hold	506	–	–	0.05%	83
2022 Q4	$185K	Hold	506	–	–	0.05%	74
2022 Q3	$164K	Sell	506 -10	-2%	-$3.17K	0.05%	69
2022 Q2	$167K	Buy	516 +10	+2%	+$3K	0.05%	70
2022 Q1	$145K	Hold	506	–	–	0.05%	76
2021 Q4	$140K	Sell	506 -53	-9%	-$13.4K	0.04%	69
2021 Q3	$130K	Buy	559 +33	+6%	+$8.14K	0.05%	66
2021 Q2	$121K	Buy	526 +100	+23%	+$20.1K	0.04%	69
2021 Q1	$80K	Hold	426	–	–	0.03%	84
2020 Q4	$72K	Hold	426	–	–	0.03%	90
2020 Q3	$64K	Hold	426	–	–	0.03%	94
2020 Q2	$70K	Hold	426	–	–	0.03%	85
2020 Q1	$60K	Hold	426	–	–	0.04%	87
2019 Q4	$56K	Buy	+426	New	+$49.4K	0.04%	100

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

IAG Wealth Partners's LLY Position: Q1 2026 in Review

IAG Wealth Partners held its Eli Lilly (LLY) position steady in Q1 2026 at 462 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #87.

IAG Wealth Partners first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $497K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

IAG Wealth Partners held 462 shares of Eli Lilly worth $425K as of Q1 2026.
IAG Wealth Partners left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.05% of IAG Wealth Partners's portfolio in Q1 2026, its #87 holding.
IAG Wealth Partners first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Eli Lilly position peaked at $497K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.