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Laidlaw Wealth Management’s Eli Lilly LLY Stock Holding History

Laidlaw 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 		$870K Buy
946
+98
+12% +$99.4K 3.02% 9
2025
Q4 		$911K Hold
848
– – 2.82% 10
2025
Q3 		$647K Sell
848
-47
-5% -$35K 1.54% 22
2025
Q2 		$698K Sell
895
-1
-0.1% -$777 2.01% 16
2025
Q1 		$740K Sell
896
-982
-52% -$817K 2.18% 14
2024
Q4 		$1.45M Buy
1,878
+149
+9% +$123K 0.63% 43
2024
Q3 		$1.53M Buy
1,729
+343
+25% +$308K 0.76% 40
2024
Q2 		$1.25M Sell
1,386
-12
-0.9% -$9.6K 0.69% 45
2024
Q1 		$1.09M Sell
1,398
-1,379
-50% -$981K 0.61% 51
2023
Q4 		$1.62M Buy
2,777
+289
+12% +$169K 0.59% 42
2023
Q3 		$1.34M Sell
2,488
-220
-8% -$113K 0.44% 66
2023
Q2 		$1.27M Sell
2,708
-1,247
-32% -$523K 0.25% 99
2023
Q1 		$1.36M Buy
3,955
+446
+13% +$150K 0.28% 97
2022
Q4 		$1.28M Buy
3,509
+1,453
+71% +$515K 0.28% 100
2022
Q3 		$665K Buy
2,056
+465
+29% +$147K 0.16% 148
2022
Q2 		$516K Sell
1,591
-643
-29% -$193K 0.11% 195
2022
Q1 		$640K Buy
2,234
+1,169
+110% +$301K 0.11% 187
2021
Q4 		$294K Buy
+1,065
New +$270K 0.05% 312

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

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

Laidlaw Wealth Management increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $99.4K and bringing the position to 946 shares worth $870K. The position accounts for 3.02% of the portfolio, ranked #9.

Laidlaw Wealth Management first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Laidlaw Wealth Management held 946 shares of Eli Lilly worth $870K as of Q1 2026.
  • Laidlaw Wealth Management bought 98 Eli Lilly shares in Q1 2026, an estimated $99.4K.
  • Eli Lilly made up 3.02% of Laidlaw Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Laidlaw Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Laidlaw Wealth Management's Eli Lilly position peaked at $1.62M in Q4 2023.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.