Jupiter Wealth Management’s Eli Lilly LLY Stock Holding History

Jupiter 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	$1.76M	Sell	1,736 -98	-5%	-$99.4K	0.7%	31
2025 Q4	$1.9M	Buy	1,834 +209	+13%	+$200K	0.85%	31
2025 Q3	$1.24M	Hold	1,625	–	–	0.59%	38
2025 Q2	$1.07M	Buy	1,625 +125	+8%	+$97.1K	0.54%	41
2025 Q1	$1.13M	Hold	1,500	–	–	0.69%	33
2024 Q4	$1.16M	Hold	1,500	–	–	0.58%	39
2024 Q3	$1.33M	Hold	1,500	–	–	0.68%	41
2024 Q2	$1.21M	Sell	1,500 -539	-26%	-$431K	0.64%	43
2024 Q1	$1.58M	Sell	2,039 -230	-10%	-$164K	0.84%	31
2023 Q4	$1.32M	Sell	2,269 -171	-7%	-$99.8K	0.78%	31
2023 Q3	$1.46M	Buy	2,440 +171	+8%	+$88.1K	0.95%	28
2023 Q2	$1.06M	Buy	2,269 +780	+52%	+$327K	0.91%	28
2023 Q1	$511K	Sell	1,489 -1,245	-46%	-$420K	0.47%	40
2022 Q4	$1M	Hold	2,734	–	–	0.97%	32
2022 Q3	$884K	Hold	2,734	–	–	0.89%	30
2022 Q2	$886K	Hold	2,734	–	–	0.81%	33
2022 Q1	$782K	Buy	2,734 +1,632	+148%	+$420K	0.49%	44
2021 Q4	$304K	Hold	1,102	–	–	0.16%	74
2021 Q3	$292K	Hold	1,102	–	–	0.14%	79
2021 Q2	$290K	Buy	+1,102	New	+$221K	0.14%	76
2020 Q3	–	Sell	-3,000	Closed	-$501K	–	78
2020 Q2	$501K	Hold	3,000	–	–	0.25%	48
2020 Q1	$461K	Hold	3,000	–	–	0.27%	48
2019 Q4	$422K	Hold	3,000	–	–	0.2%	60
2019 Q3	$335K	Hold	3,000	–	–	0.18%	62
2019 Q2	$321K	Hold	3,000	–	–	0.16%	65
2019 Q1	$346K	Buy	+3,000	New	+$365K	0.17%	61

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

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

Jupiter Wealth Management reduced its Eli Lilly (LLY) stake by 5.3% in Q1 2026, selling an estimated $99.4K and leaving 1,736 shares worth $1.76M. The position accounts for 0.7% of the portfolio, ranked #31.

Jupiter Wealth Management first reported a position in LLY in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.9M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Jupiter Wealth Management held 1,736 shares of Eli Lilly worth $1.76M as of Q1 2026.
Jupiter Wealth Management sold 98 Eli Lilly shares in Q1 2026, an estimated $99.4K.
Eli Lilly made up 0.7% of Jupiter Wealth Management's portfolio in Q1 2026, its #31 holding.
Jupiter Wealth Management first reported a position in Eli Lilly in Q1 2019 and has held it in 26 quarters since.
Jupiter Wealth Management's Eli Lilly position peaked at $1.9M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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