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Liberty Wealth Management’s Eli Lilly LLY Stock Holding History

Liberty 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 		$1.4M Hold
1,524
– – 0.18% 80
2025
Q4 		$1.64M Sell
1,524
-47
-3% -$44.9K 0.21% 71
2025
Q3 		$1.2M Sell
1,571
-53
-3% -$39.4K 0.17% 81
2025
Q2 		$1.27M Buy
1,624
+19
+1% +$14.8K 0.2% 74
2025
Q1 		$1.33M Buy
1,605
+19
+1% +$15.8K 0.25% 57
2024
Q4 		$1.22M Buy
1,586
+167
+12% +$138K 0.2% 74
2024
Q3 		$1.26M Buy
1,419
+356
+33% +$320K 0.21% 66
2024
Q2 		$963K Buy
1,063
+184
+21% +$147K 0.18% 74
2024
Q1 		$684K Sell
879
-200
-19% -$142K 0.13% 88
2023
Q4 		$629K Sell
1,079
-122
-10% -$71.2K 0.13% 85
2023
Q3 		$645K Sell
1,201
-16
-1% -$8.24K 0.16% 74
2023
Q2 		$571K Sell
1,217
-27
-2% -$11.3K 0.14% 81
2023
Q1 		$427K Buy
+1,244
New +$420K 0.09% 136
2022
Q3 		$354K Sell
1,097
-1
-0.1% -$317 0.09% 96
2022
Q2 		$356K Buy
1,098
+206
+23% +$61.8K 0.14% 100
2022
Q1 		$255K Buy
892
+2
+0.2% +$515 0.09% 121
2021
Q4 		$246 Sell
890
-60
-6% -$15.2K 0.01% 136
2021
Q3 		$221K Buy
950
+19
+2% +$4.69K 0.08% 148
2021
Q2 		$214K Sell
931
-115
-11% -$23.1K 0.08% 125
2021
Q1 		$212K Hold
1,046
– – 0.1% 103
2020
Q4 		$212K Sell
1,046
-89
-8% -$13.3K 0.1% 102
2020
Q3 		$168K Sell
1,135
-3
-0.3% -$464 0.1% 109
2020
Q2 		$187K Buy
1,138
+3
+0.3% +$460 0.13% 96
2020
Q1 		$157K Buy
1,135
+51
+5% +$7.01K 0.14% 103
2019
Q4 		$142K Buy
1,084
+606
+127% +$70.2K 0.11% 124
2019
Q3 		$54K Sell
478
-529
-53% -$58.9K 0.05% 217
2019
Q2 		$112K Buy
+1,007
New +$119K 0.1% 153
2019
Q1 		– Sell
-109
Closed -$12K – 795
2018
Q4 		$12K Buy
+109
New +$12.2K 0.01% 402

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

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

Liberty Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 1,524 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #80.

Liberty Wealth Management first reported a position in LLY in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.64M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Liberty Wealth Management held 1,524 shares of Eli Lilly worth $1.4M as of Q1 2026.
  • Liberty Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.18% of Liberty Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Liberty Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Eli Lilly position peaked at $1.64M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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