Insight Wealth Partners’s Eli Lilly LLY Stock Holding History

Insight 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	$283K	Hold	307	–	–	0.04%	99
2025 Q4	$330K	Buy	307 +13	+4%	+$12.4K	0.05%	86
2025 Q3	$224K	Sell	294 -94	-24%	-$70K	0.07%	108
2025 Q2	$302K	Sell	388 -3	-0.8%	-$2.33K	0.12%	86
2025 Q1	$323K	Sell	391 -19	-5%	-$15.8K	0.05%	86
2024 Q4	$316K	Sell	410 -398	-49%	-$330K	0.04%	82
2024 Q3	$716K	Sell	808 -2	-0.2%	-$1.8K	0.14%	55
2024 Q2	$734K	Buy	810 +525	+184%	+$420K	0.13%	46
2024 Q1	$222K	Buy	+285	New	+$203K	0.04%	83

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

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

Insight Wealth Partners held its Eli Lilly (LLY) position steady in Q1 2026 at 307 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #99.

Insight Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $734K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Insight Wealth Partners held 307 shares of Eli Lilly worth $283K as of Q1 2026.
Insight Wealth Partners left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.04% of Insight Wealth Partners's portfolio in Q1 2026, its #99 holding.
Insight Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Insight Wealth Partners's Eli Lilly position peaked at $734K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.