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Iams Wealth Management’s Eli Lilly LLY Stock Holding History

Iams 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 		– Sell
-702
Closed -$754K – 195
2025
Q4 		$754K Buy
+702
New +$671K 0.27% 105
2025
Q2 		– Sell
-368
Closed -$304K – 183
2025
Q1 		$304K Buy
368
+45
+14% +$37.4K 0.14% 138
2024
Q4 		$249K Sell
323
-213
-40% -$176K 0.11% 148
2024
Q3 		$475K Buy
536
+96
+22% +$86.3K 0.23% 103
2024
Q2 		$398K Buy
440
+30
+7% +$24K 0.22% 106
2024
Q1 		$311K Buy
+410
New +$292K 0.19% 97

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Iams Wealth Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 702 shares — an estimated $754K sold.

Iams Wealth Management first reported a position in LLY in Q1 2024 and held it in 6 quarters. The position peaked at $754K in Q4 2025. 4,389 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Iams Wealth Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 702 Eli Lilly shares in Q1 2026, an estimated $754K.
  • Iams Wealth Management first reported a position in Eli Lilly in Q1 2024 and held it in 6 quarters.
  • Iams Wealth Management's Eli Lilly position peaked at $754K in Q4 2025.
  • 4,389 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.