Independent Solutions Wealth Management’s Eli Lilly LLY Stock Holding History

Independent Solutions 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	$862K	Buy	937 +92	+11%	+$93.3K	0.13%	122
2025 Q4	$908K	Buy	845 +2	+0.2%	+$1.91K	0.17%	108
2025 Q3	$643K	Buy	843 +29	+4%	+$21.6K	0.11%	116
2025 Q2	$635K	Sell	814 -67	-8%	-$52.1K	0.12%	117
2025 Q1	$728K	Buy	881 +6	+0.7%	+$4.99K	0.16%	113
2024 Q4	$676K	Buy	875 +3	+0.3%	+$2.48K	0.15%	118
2024 Q3	$773K	Buy	872 +49	+6%	+$44.1K	0.17%	105
2024 Q2	$745K	Sell	823 -54	-6%	-$43.2K	0.17%	107
2024 Q1	$682K	Buy	877 +52	+6%	+$37K	0.16%	108
2023 Q4	$481K	Buy	825 +435	+112%	+$254K	0.12%	123
2023 Q3	$209K	Buy	+390	New	+$201K	0.05%	188

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Independent Solutions Wealth Management's LLY Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $93.3K and bringing the position to 937 shares worth $862K. The position accounts for 0.13% of the portfolio, ranked #122.

Independent Solutions Wealth Management first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $908K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Independent Solutions Wealth Management held 937 shares of Eli Lilly worth $862K as of Q1 2026.
Independent Solutions Wealth Management bought 92 Eli Lilly shares in Q1 2026, an estimated $93.3K.
Eli Lilly made up 0.13% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #122 holding.
Independent Solutions Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Independent Solutions Wealth Management's Eli Lilly position peaked at $908K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.