Keystone Wealth Services’s Eli Lilly LLY Stock Holding History

Keystone Wealth Services’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	$440K	Buy	478 +1	+0.2%	+$1.01K	0.09%	205
2025 Q4	$512K	Buy	477 +5	+1%	+$4.78K	0.11%	145
2025 Q3	$360K	Sell	472 -49	-9%	-$36.5K	0.08%	224
2025 Q2	$406K	Sell	521 -22	-4%	-$17.1K	0.1%	196
2025 Q1	$448K	Sell	543 -221	-29%	-$184K	0.12%	161
2024 Q4	$590K	Sell	764 -10	-1%	-$8.28K	0.16%	129
2024 Q3	$686K	Hold	774	–	–	0.19%	113
2024 Q2	$700K	Buy	774 +125	+19%	+$100K	0.22%	105
2024 Q1	$505K	Sell	649 -35	-5%	-$24.9K	0.16%	128
2023 Q4	$399K	Sell	684 -144	-17%	-$84.1K	0.14%	140
2023 Q3	$445K	Buy	828 +1	+0.1%	+$515	0.17%	126
2023 Q2	$388K	Buy	827 +70	+9%	+$29.4K	0.15%	138
2023 Q1	$260K	Buy	757 +110	+17%	+$37.1K	0.11%	166
2022 Q4	$237K	Hold	647	–	–	0.1%	164
2022 Q3	$209K	Buy	647 +1	+0.2%	+$317	0.1%	156
2022 Q2	$209K	Buy	+646	New	+$194K	0.09%	161

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

Keystone Wealth Services's LLY Position: Q1 2026 in Review

Keystone Wealth Services increased its Eli Lilly (LLY) stake by 0.21% in Q1 2026, buying an estimated $1.01K and bringing the position to 478 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #205.

Keystone Wealth Services first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $700K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Keystone Wealth Services held 478 shares of Eli Lilly worth $440K as of Q1 2026.
Keystone Wealth Services bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.09% of Keystone Wealth Services's portfolio in Q1 2026, its #205 holding.
Keystone Wealth Services first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Keystone Wealth Services's Eli Lilly position peaked at $700K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.