Long Island Wealth Management’s Eli Lilly LLY Stock Holding History

Long Island 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	$953K	Buy	1,036 +6	+0.6%	+$6.08K	0.44%	42
2025 Q4	$1.11M	Hold	1,030	–	–	0.52%	41
2025 Q3	$786K	Buy	1,030 +10	+1%	+$7.44K	0.38%	49
2025 Q2	$795K	Sell	1,020 -5	-0.5%	-$3.88K	0.41%	46
2025 Q1	$847K	Hold	1,025	–	–	0.52%	43
2024 Q4	$791K	Hold	1,025	–	–	0.5%	46
2024 Q3	$908K	Hold	1,025	–	–	0.6%	41
2024 Q2	$928K	Hold	1,025	–	–	0.65%	38
2024 Q1	$797K	Buy	1,025 +5	+0.5%	+$3.56K	0.56%	41
2023 Q4	$595K	Buy	+1,020	New	+$595K	0.42%	46

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

Long Island Wealth Management's LLY Position: Q1 2026 in Review

Long Island Wealth Management increased its Eli Lilly (LLY) stake by 0.58% in Q1 2026, buying an estimated $6.08K and bringing the position to 1,036 shares worth $953K. The position accounts for 0.44% of the portfolio, ranked #42.

Long Island Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Long Island Wealth Management held 1,036 shares of Eli Lilly worth $953K as of Q1 2026.
Long Island Wealth Management bought 6 Eli Lilly shares in Q1 2026, an estimated $6.08K.
Eli Lilly made up 0.44% of Long Island Wealth Management's portfolio in Q1 2026, its #42 holding.
Long Island Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Eli Lilly position peaked at $1.11M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.