KFA Private Wealth Group’s Eli Lilly LLY Stock Holding History

KFA Private Wealth Group’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	$441K	Hold	479	–	–	0.11%	93
2025 Q4	$515K	Buy	479 +105	+28%	+$100K	0.13%	79
2025 Q3	$286K	Buy	374 +2	+0.5%	+$1.49K	0.08%	112
2025 Q2	$290K	Sell	372 -10	-3%	-$7.77K	0.09%	106
2025 Q1	$316K	Buy	382 +25	+7%	+$20.8K	0.11%	80
2024 Q4	$275K	Buy	357 +13	+4%	+$10.8K	0.12%	73
2024 Q3	$305K	Sell	344 -1	-0.3%	-$899	0.15%	62
2024 Q2	$312K	Buy	345 +69	+25%	+$55.2K	0.16%	61
2024 Q1	$215K	Buy	+276	New	+$196K	0.07%	97

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

KFA Private Wealth Group's LLY Position: Q1 2026 in Review

KFA Private Wealth Group held its Eli Lilly (LLY) position steady in Q1 2026 at 479 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #93.

KFA Private Wealth Group first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $515K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

KFA Private Wealth Group held 479 shares of Eli Lilly worth $441K as of Q1 2026.
KFA Private Wealth Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.11% of KFA Private Wealth Group's portfolio in Q1 2026, its #93 holding.
KFA Private Wealth Group first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
KFA Private Wealth Group's Eli Lilly position peaked at $515K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.