Jessup Wealth Management’s Eli Lilly LLY Stock Holding History

Jessup 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	$819K	Sell	890 -364	-29%	-$369K	0.3%	38
2025 Q4	$1.35M	Buy	1,254 +108	+9%	+$103K	0.45%	36
2025 Q3	$874K	Sell	1,146 -28	-2%	-$20.8K	0.33%	36
2025 Q2	$915K	Buy	1,174 +852	+265%	+$662K	0.37%	39
2025 Q1	$266K	Sell	322 -70	-18%	-$58.2K	0.11%	63
2024 Q4	$303K	Buy	392 +19	+5%	+$15.7K	0.13%	57
2024 Q3	$331K	Sell	373 -17	-4%	-$15.3K	0.15%	48
2024 Q2	$353K	Hold	390	–	–	0.15%	46
2024 Q1	$303K	Buy	+390	New	+$278K	0.13%	49
2023 Q1	–	Sell	-13,266	Closed	-$4.85M	–	72
2022 Q4	$4.85M	Buy	+13,266	New	+$4.7M	3.08%	10

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Jessup Wealth Management reduced its Eli Lilly (LLY) stake by 29% in Q1 2026, selling an estimated $369K and leaving 890 shares worth $819K. The position accounts for 0.3% of the portfolio, ranked #38.

Jessup Wealth Management first reported a position in LLY in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.85M in Q4 2022. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Jessup Wealth Management held 890 shares of Eli Lilly worth $819K as of Q1 2026.
Jessup Wealth Management sold 364 Eli Lilly shares in Q1 2026, an estimated $369K.
Eli Lilly made up 0.3% of Jessup Wealth Management's portfolio in Q1 2026, its #38 holding.
Jessup Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 10 quarters since.
Jessup Wealth Management's Eli Lilly position peaked at $4.85M in Q4 2022.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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