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Keyvantage Wealth’s Eli Lilly LLY Stock Holding History

Keyvantage Wealth’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 		$571K Buy
621
+5
+0.8% +$5.07K 0.25% 58
2025
Q4 		$662K Buy
616
+274
+80% +$262K 0.28% 52
2025
Q3 		$261K Sell
342
-195
-36% -$145K 0.11% 78
2025
Q2 		$418K Sell
537
-82
-13% -$63.7K 0.19% 64
2025
Q1 		$511K Sell
619
-634
-51% -$528K 0.25% 53
2024
Q4 		$967K Buy
+1,253
New +$1.04M 0.69% 30

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

Keyvantage Wealth's LLY Position: Q1 2026 in Review

Keyvantage Wealth increased its Eli Lilly (LLY) stake by 0.81% in Q1 2026, buying an estimated $5.07K and bringing the position to 621 shares worth $571K. The position accounts for 0.25% of the portfolio, ranked #58.

Keyvantage Wealth first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $967K in Q4 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Keyvantage Wealth held 621 shares of Eli Lilly worth $571K as of Q1 2026.
  • Keyvantage Wealth bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
  • Eli Lilly made up 0.25% of Keyvantage Wealth's portfolio in Q1 2026, its #58 holding.
  • Keyvantage Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Eli Lilly position peaked at $967K in Q4 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.