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LeClair Wealth Partners’s Eli Lilly LLY Stock Holding History

LeClair Wealth Partners’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 		– Sell
-680
Closed -$731K – 151
2025
Q4 		$731K Buy
680
+10
+1% +$9.56K 0.42% 43
2025
Q3 		$511K Sell
670
-4
-0.6% -$2.98K 0.32% 48
2025
Q2 		$525K Buy
674
+7
+1% +$5.44K 0.36% 50
2025
Q1 		$551K Buy
667
+1
+0.2% +$832 0.4% 50
2024
Q4 		$514K Buy
+666
New +$551K 0.34% 57

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

LeClair Wealth Partners's LLY Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 680 shares — an estimated $731K sold.

LeClair Wealth Partners first reported a position in LLY in Q4 2024 and held it in 5 quarters. The position peaked at $731K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 680 Eli Lilly shares in Q1 2026, an estimated $731K.
  • LeClair Wealth Partners first reported a position in Eli Lilly in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Eli Lilly position peaked at $731K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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