Jackson Thornton Wealth Management’s Eli Lilly LLY Stock Holding History

Jackson Thornton 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	$1.33M	Buy	1,413 +45	+3%	+$45.6K	0.12%	50
2025 Q4	$1.46M	Buy	1,368 +218	+19%	+$208K	0.14%	41
2025 Q3	$973K	Buy	1,150 +506	+79%	+$377K	0.1%	49
2025 Q2	$501K	Sell	644 -86	-12%	-$66.8K	0.06%	55
2025 Q1	$613K	Sell	730 -49	-6%	-$40.8K	0.08%	49
2024 Q4	$601K	Buy	779 +213	+38%	+$176K	0.08%	46
2024 Q3	$501K	Sell	566 -1	-0.2%	-$899	0.07%	43
2024 Q2	$513K	Buy	567 +7	+1%	+$5.6K	0.08%	39
2024 Q1	$436K	Sell	560 -7	-1%	-$4.98K	0.07%	36
2023 Q4	$331K	Sell	567 -15	-3%	-$8.76K	0.06%	38
2023 Q3	$313K	Sell	582 -43	-7%	-$22.2K	0.06%	33
2023 Q2	$293K	Buy	+625	New	+$262K	0.06%	31
2023 Q1	–	Sell	-1,030	Closed	-$377K	–	37
2022 Q4	$377K	Buy	+1,030	New	+$365K	0.09%	25
2022 Q3	–	Sell	-624	Closed	-$202K	–	33
2022 Q2	$202K	Buy	+624	New	+$187K	0.06%	27

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

Jackson Thornton Wealth Management's LLY Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Eli Lilly (LLY) stake by 3.3% in Q1 2026, buying an estimated $45.6K and bringing the position to 1,413 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #50.

Jackson Thornton Wealth Management first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Jackson Thornton Wealth Management held 1,413 shares of Eli Lilly worth $1.33M as of Q1 2026.
Jackson Thornton Wealth Management bought 45 Eli Lilly shares in Q1 2026, an estimated $45.6K.
Eli Lilly made up 0.12% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #50 holding.
Jackson Thornton Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
Jackson Thornton Wealth Management's Eli Lilly position peaked at $1.46M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.