JPL Wealth Management’s Eli Lilly LLY Stock Holding History

JPL 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	$690K	Sell	751 -30	-4%	-$30.4K	0.16%	83
2025 Q4	$839K	Sell	781 -16	-2%	-$15.3K	0.2%	84
2025 Q3	$608K	Sell	797 -41	-5%	-$30.5K	0.14%	90
2025 Q2	$653K	Sell	838 -80	-9%	-$62.2K	0.18%	86
2025 Q1	$758K	Buy	918 +19	+2%	+$15.8K	0.22%	80
2024 Q4	$694K	Buy	+899	New	+$744K	0.2%	80
2024 Q2	$709K	Buy	783 +216	+38%	+$173K	0.35%	71
2024 Q1	$441K	Buy	567 +12	+2%	+$8.54K	0.24%	81
2023 Q4	$324K	Buy	+555	New	+$324K	0.23%	86

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

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

JPL Wealth Management reduced its Eli Lilly (LLY) stake by 3.8% in Q1 2026, selling an estimated $30.4K and leaving 751 shares worth $690K. The position accounts for 0.16% of the portfolio, ranked #83.

JPL Wealth Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $839K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

JPL Wealth Management held 751 shares of Eli Lilly worth $690K as of Q1 2026.
JPL Wealth Management sold 30 Eli Lilly shares in Q1 2026, an estimated $30.4K.
Eli Lilly made up 0.16% of JPL Wealth Management's portfolio in Q1 2026, its #83 holding.
JPL Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Eli Lilly position peaked at $839K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.