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IMG Wealth Management’s Eli Lilly LLY Stock Holding History

IMG 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 		$9.2K Sell
10
-73
-88% -$74K 0.01% 304
2025
Q4 		$89.2K Buy
83
+38
+84% +$36.3K 0.06% 137
2025
Q3 		$34.3K Hold
45
– – 0.02% 169
2025
Q2 		$35.1K Buy
+45
New +$35K 0.03% 166

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

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

IMG Wealth Management reduced its Eli Lilly (LLY) stake by 88% in Q1 2026, selling an estimated $74K and leaving 10 shares worth $9.2K. The position accounts for 0.01% of the portfolio, ranked #304.

IMG Wealth Management first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $89.2K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • IMG Wealth Management held 10 shares of Eli Lilly worth $9.2K as of Q1 2026.
  • IMG Wealth Management sold 73 Eli Lilly shares in Q1 2026, an estimated $74K.
  • Eli Lilly made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #304 holding.
  • IMG Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Eli Lilly position peaked at $89.2K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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