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Jeppson Wealth Management’s Eli Lilly LLY Stock Holding History

Jeppson 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 		$3.8M Sell
4,134
-49
-1% -$49.7K 1.19% 16
2025
Q4 		$4.5M Sell
4,183
-155
-4% -$148K 1.42% 14
2025
Q3 		$3.31M Sell
4,338
-201
-4% -$150K 1.06% 20
2025
Q2 		$3.54M Sell
4,539
-379
-8% -$295K 1.22% 17
2025
Q1 		$4.06M Sell
4,918
-335
-6% -$279K 1.49% 11
2024
Q4 		$4.06M Sell
5,253
-100
-2% -$82.8K 1.47% 12
2024
Q3 		$4.74M Sell
5,353
-84
-2% -$75.5K 1.7% 10
2024
Q2 		$4.92M Sell
5,437
-214
-4% -$171K 1.88% 9
2024
Q1 		$4.4M Sell
5,651
-629
-10% -$448K 1.71% 10
2023
Q4 		$3.66M Sell
6,280
-281
-4% -$164K 1.52% 10
2023
Q3 		$3.52M Sell
6,561
-862
-12% -$444K 1.62% 9
2023
Q2 		$3.48M Sell
7,423
-296
-4% -$124K 1.51% 11
2023
Q1 		$2.65M Sell
7,719
-763
-9% -$257K 1.15% 18
2022
Q4 		$3.1M Sell
8,482
-295
-3% -$105K 1.31% 13
2022
Q3 		$2.84M Sell
8,777
-50
-0.6% -$15.8K 1.29% 12
2022
Q2 		$2.86M Sell
8,827
-240
-3% -$72K 1.23% 14
2022
Q1 		$2.6M Sell
9,067
-65
-0.7% -$16.7K 1.21% 16
2021
Q4 		$2.52M Sell
9,132
-289
-3% -$73.3K 1.22% 16
2021
Q3 		$2.18M Sell
9,421
-115
-1% -$28.4K 1.13% 17
2021
Q2 		$2.19M Sell
9,536
-250
-3% -$50.2K 1.19% 16
2021
Q1 		$1.83M Sell
9,786
-165
-2% -$32.3K 1.09% 19
2020
Q4 		$1.68M Hold
9,951
– – 1.12% 18
2020
Q3 		$1.47M Buy
+9,951
New +$1.54M 1.15% 14

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

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

Jeppson Wealth Management reduced its Eli Lilly (LLY) stake by 1.2% in Q1 2026, selling an estimated $49.7K and leaving 4,134 shares worth $3.8M. The position accounts for 1.19% of the portfolio, ranked #16.

Jeppson Wealth Management first reported a position in LLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.92M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Jeppson Wealth Management held 4,134 shares of Eli Lilly worth $3.8M as of Q1 2026.
  • Jeppson Wealth Management sold 49 Eli Lilly shares in Q1 2026, an estimated $49.7K.
  • Eli Lilly made up 1.19% of Jeppson Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Jeppson Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Eli Lilly position peaked at $4.92M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.