Leo Wealth LLC’s Eli Lilly LLY Stock Holding History

Leo Wealth LLC’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	$3.13M	Buy	3,398 +291	+9%	+$295K	0.23%	86
2025 Q4	$3.34M	Buy	3,107 +1,100	+55%	+$1.05M	0.24%	77
2025 Q3	$1.53M	Sell	2,007 -2,099	-51%	-$1.56M	0.2%	89
2025 Q2	$3.19M	Buy	4,106 +798	+24%	+$620K	0.25%	78
2025 Q1	$2.73M	Sell	3,308 -506	-13%	-$421K	0.39%	53
2024 Q4	$2.94M	Buy	3,814 +922	+32%	+$763K	0.26%	69
2024 Q3	$2.56M	Sell	2,892 -623	-18%	-$560K	0.23%	73
2024 Q2	$3.19M	Sell	3,515 -2,412	-41%	-$1.93M	0.33%	57
2024 Q1	$4.55M	Buy	5,927 +171	+3%	+$122K	0.47%	39
2023 Q4	$3.85M	Buy	+5,756	New	+$3.36M	0.4%	42

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Leo Wealth LLC's LLY Position: Q1 2026 in Review

Leo Wealth LLC increased its Eli Lilly (LLY) stake by 9.4% in Q1 2026, buying an estimated $295K and bringing the position to 3,398 shares worth $3.13M. The position accounts for 0.23% of the portfolio, ranked #86.

Leo Wealth LLC first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.55M in Q1 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Leo Wealth LLC held 3,398 shares of Eli Lilly worth $3.13M as of Q1 2026.
Leo Wealth LLC bought 291 Eli Lilly shares in Q1 2026, an estimated $295K.
Eli Lilly made up 0.23% of Leo Wealth LLC's portfolio in Q1 2026, its #86 holding.
Leo Wealth LLC first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Eli Lilly position peaked at $4.55M in Q1 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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