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Kingsview Wealth Management’s Eli Lilly LLY Stock Holding History

Kingsview 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
2020
Q4 		– Sell
-400
Closed -$1K – 758
2020
Q3 		$1K Buy
+400
New +$61.9K ﹤0.01% 631
2019
Q1 		– Sell
-200
Closed -$2K – 507
2018
Q4 		$2K Buy
+200
New +$22.3K ﹤0.01% 360

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Kingsview Wealth Management increased its Eli Lilly (LLY) stake by 6.9% in Q1 2026, buying an estimated $4.94M and bringing the position to 75,471 shares worth $69.4M. The position accounts for 0.95% of the portfolio, ranked #17.

Kingsview Wealth Management first reported a position in LLY in Q3 2018 and has held it in 31 quarters since. The position peaked at $75.9M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kingsview Wealth Management held 75,471 shares of Eli Lilly worth $69.4M as of Q1 2026.
  • Kingsview Wealth Management bought 4,868 Eli Lilly shares in Q1 2026, an estimated $4.94M.
  • Eli Lilly made up 0.95% of Kingsview Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Kingsview Wealth Management first reported a position in Eli Lilly in Q3 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Eli Lilly position peaked at $75.9M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.