IWM
LLY icon

IHT Wealth Management’s Eli Lilly LLY Stock Holding History

IHT 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 		$32.6M Buy
35,451
+5,230
+17% +$5.3M 0.76% 22
2025
Q4 		$32.5M Sell
30,221
-1,465
-5% -$1.4M 0.79% 23
2025
Q3 		$24.2M Buy
31,686
+750
+2% +$558K 0.61% 26
2025
Q2 		$24.1M Buy
30,936
+659
+2% +$512K 0.66% 25
2025
Q1 		$25M Buy
30,277
+12,213
+68% +$10.2M 0.78% 21
2024
Q4 		$13.9M Sell
18,064
-1,113
-6% -$922K 0.45% 45
2024
Q3 		$17M Sell
19,177
-27,255
-59% -$24.5M 0.48% 37
2024
Q2 		$42M Sell
46,432
-11,843
-20% -$9.47M 1.57% 8
2024
Q1 		$45.3M Sell
58,275
-406
-0.7% -$289K 1.82% 7
2023
Q4 		$34.2M Sell
58,681
-656
-1% -$383K 1.53% 7
2023
Q3 		$31.9M Sell
59,337
-1,416
-2% -$730K 1.62% 7
2023
Q2 		$28.5M Buy
60,753
+40,854
+205% +$17.1M 1.48% 8
2023
Q1 		$6.83M Buy
19,899
+2,364
+13% +$797K 0.39% 50
2022
Q4 		$6.42M Buy
17,535
+589
+3% +$209K 0.4% 52
2022
Q3 		$5.48M Buy
16,946
+3,778
+29% +$1.2M 0.42% 46
2022
Q2 		$4.27M Buy
13,168
+535
+4% +$161K 0.38% 47
2022
Q1 		$3.62M Buy
12,633
+455
+4% +$117K 0.27% 76
2021
Q4 		$3.36M Buy
12,178
+129
+1% +$32.7K 0.25% 88
2021
Q3 		$2.78M Sell
12,049
-3,082
-20% -$761K 0.23% 100
2021
Q2 		$3.47M Buy
15,131
+568
+4% +$114K 0.22% 96
2021
Q1 		$2.72M Buy
14,563
+2,108
+17% +$412K 0.2% 114
2020
Q4 		$2.1M Buy
12,455
+152
+1% +$22.7K 0.17% 130
2020
Q3 		$1.82M Buy
12,303
+807
+7% +$125K 0.18% 124
2020
Q2 		$1.89M Sell
11,496
-586
-5% -$90K 0.26% 93
2020
Q1 		$1.68M Buy
12,082
+283
+2% +$38.9K 0.24% 99
2019
Q4 		$1.55M Sell
11,799
-133
-1% -$15.4K 0.18% 136
2019
Q3 		$1.33M Buy
11,932
+1,077
+10% +$120K 0.18% 136
2019
Q2 		$1.2M Buy
10,855
+588
+6% +$69.2K 0.17% 133
2019
Q1 		$1.33M Sell
10,267
-404
-4% -$49.1K 0.22% 112
2018
Q4 		$1.24M Buy
10,671
+671
+7% +$75K 0.24% 108
2018
Q3 		$1.07M Buy
10,000
+332
+3% +$33.2K 0.23% 114
2018
Q2 		$825K Buy
9,668
+439
+5% +$36.1K 0.21% 130
2018
Q1 		$699K Sell
9,229
-144
-2% -$11.6K 0.19% 145
2017
Q4 		$807K Sell
9,373
-48
-0.5% -$4.08K 0.21% 123
2017
Q3 		$820K Buy
9,421
+6,988
+287% +$573K 0.35% 73
2017
Q2 		$13 Sell
2,433
-339
-12% -$27.7K 0.01% 890
2017
Q1 		$237K Sell
2,772
-131
-5% -$10.5K 0.16% 158
2016
Q4 		$217K Buy
+2,903
New +$216K 0.16% 146

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

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

IHT Wealth Management increased its Eli Lilly (LLY) stake by 17% in Q1 2026, buying an estimated $5.3M and bringing the position to 35,451 shares worth $32.6M. The position accounts for 0.76% of the portfolio, ranked #22.

IHT Wealth Management first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $45.3M in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • IHT Wealth Management held 35,451 shares of Eli Lilly worth $32.6M as of Q1 2026.
  • IHT Wealth Management bought 5,230 Eli Lilly shares in Q1 2026, an estimated $5.3M.
  • Eli Lilly made up 0.76% of IHT Wealth Management's portfolio in Q1 2026, its #22 holding.
  • IHT Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Eli Lilly position peaked at $45.3M in Q1 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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